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Steven Cohen’s Invesco IVZ Stock Holding History

Steven Cohen’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
Q2 		– Sell
-1,603,062
Closed -$42.5M – 4297
2026
Q1 		$38.9M Sell
1,603,062
-260,502
-14% -$6.81M 0.05% 475
2025
Q4 		$49M Buy
1,863,564
+677,452
+57% +$16.5M 0.05% 414
2025
Q3 		$27.2M Buy
1,186,112
+173,666
+17% +$3.6M 0.05% 444
2025
Q2 		$16M Buy
+1,012,446
New +$14.5M 0.03% 580
2025
Q1 		– Sell
-2,041,010
Closed -$34.8M – 2286
2024
Q4 		$35.7M Sell
2,041,010
-1,174,535
-37% -$20.9M 0.08% 299
2024
Q3 		$56.5M Sell
3,215,545
-289,521
-8% -$4.75M 0.14% 167
2024
Q2 		$52.4M Buy
+3,505,066
New +$53.9M 0.14% 205
2024
Q1 		– Sell
-3,756,500
Closed -$67M – 2397
2023
Q4 		$67M Buy
3,756,500
+3,507,900
+1,411% +$50.6M 0.16% 161
2023
Q3 		$3.61M Buy
+248,600
New +$4M 0.01% 979
2022
Q4 		– Sell
-447,100
Closed -$6.13M – 1650
2022
Q3 		$6.13M Buy
+447,100
New +$7.54M 0.02% 652
2021
Q3 		– Sell
-278,300
Closed -$7.44M – 1136
2021
Q2 		$7.44M Buy
+278,300
New +$7.58M 0.03% 517
2019
Q2 		– Sell
-44,900
Closed -$867K – 1431
2019
Q1 		$867K Buy
+44,900
New +$840K ﹤0.01% 829
2018
Q4 		– Sell
-340,500
Closed -$7.79M – 1088
2018
Q3 		$7.79M Buy
340,500
+188,000
+123% +$4.7M 0.03% 503
2018
Q2 		$4.05M Buy
+152,500
New +$4.39M 0.02% 656
2016
Q4 		– Sell
-221,400
Closed -$6.92M – 774
2016
Q3 		$6.92M Sell
221,400
-58,800
-21% -$1.73M 0.05% 347
2016
Q2 		$7.16M Buy
+280,200
New +$8.32M 0.05% 358
2016
Q1 		– Sell
-157,500
Closed -$5.27M – 784
2015
Q4 		$5.27M Buy
+157,500
New +$5.16M 0.04% 401
2015
Q3 		– Sell
-281,800
Closed -$10.6M – 840
2015
Q2 		$10.6M Buy
+281,800
New +$11.3M 0.07% 312

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steven Cohen's IVZ Position: Q2 2026 in Review

Steven Cohen sold out of Invesco (IVZ) in Q2 2026, closing a stake of 1,603,062 shares — an estimated $42.5M sold.

Steven Cohen first reported a position in IVZ in Q2 2015 and held it in 18 quarters. The position peaked at $67M in Q4 2023. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Steven Cohen reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Steven Cohen sold 1,603,062 Invesco shares in Q2 2026, an estimated $42.5M.
  • Steven Cohen first reported a position in Invesco in Q2 2015 and held it in 18 quarters.
  • Steven Cohen's Invesco position peaked at $67M in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.