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Savant Capital’s Invesco IVZ Stock Holding History

Savant Capital’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Buy
48,711
+14,451
+42% +$378K 0.01% 568
2025
Q4 		$900K Buy
34,260
+2,246
+7% +$54.9K 0.01% 621
2025
Q3 		$734K Sell
32,014
-1,594
-5% -$33.1K ﹤0.01% 663
2025
Q2 		$530K Sell
33,608
-11,745
-26% -$169K ﹤0.01% 721
2025
Q1 		$688K Sell
45,353
-94,169
-67% -$1.61M 0.01% 584
2024
Q4 		$2.44M Buy
139,522
+5,323
+4% +$94.8K 0.02% 391
2024
Q3 		$2.36M Buy
134,199
+63,607
+90% +$1.04M 0.02% 385
2024
Q2 		$1.06M Sell
70,592
-7,785
-10% -$120K 0.01% 567
2024
Q1 		$1.3M Buy
78,377
+49,127
+168% +$793K 0.01% 472
2023
Q4 		$522K Buy
29,250
+8,451
+41% +$122K 0.01% 555
2023
Q3 		$302K Buy
20,799
+498
+2% +$8.02K ﹤0.01% 649
2023
Q2 		$341K Sell
20,301
-7,438
-27% -$120K 0.01% 617
2023
Q1 		$455K Buy
27,739
+1,831
+7% +$32.7K 0.01% 478
2022
Q4 		$466K Buy
25,908
+6,790
+36% +$116K 0.01% 369
2022
Q3 		$262K Buy
19,118
+1,929
+11% +$32.5K 0.01% 454
2022
Q2 		$277K Buy
17,189
+532
+3% +$10.1K 0.01% 447
2022
Q1 		$384K Buy
16,657
+1,652
+11% +$36.6K 0.01% 401
2021
Q4 		$345K Buy
15,005
+755
+5% +$18.4K 0.01% 425
2021
Q3 		$344K Buy
14,250
+1,170
+9% +$29.3K 0.01% 390
2021
Q2 		$350K Buy
13,080
+188
+1% +$5.12K 0.01% 378
2021
Q1 		$325K Buy
12,892
+230
+2% +$5.16K 0.02% 357
2020
Q4 		$221K Buy
12,662
+412
+3% +$6.34K 0.01% 405
2020
Q3 		$140K Sell
12,250
-92
-0.7% -$975 0.01% 391
2020
Q2 		$133K Buy
+12,342
New +$111K 0.01% 388

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Savant Capital's IVZ Position: Q1 2026 in Review

Savant Capital increased its Invesco (IVZ) stake by 42% in Q1 2026, buying an estimated $378K and bringing the position to 48,711 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #568.

Savant Capital first reported a position in IVZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.44M in Q4 2024. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Savant Capital held 48,711 shares of Invesco worth $1.18M as of Q1 2026.
  • Savant Capital bought 14,451 Invesco shares in Q1 2026, an estimated $378K.
  • Invesco made up 0.01% of Savant Capital's portfolio in Q1 2026, its #568 holding.
  • Savant Capital first reported a position in Invesco in Q2 2020 and has held it in 24 quarters since.
  • Savant Capital's Invesco position peaked at $2.44M in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.