Sumitomo Mitsui Trust Group
IVZ icon

Sumitomo Mitsui Trust Group’s Invesco IVZ Stock Holding History

Sumitomo Mitsui Trust Group’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 		$638K Sell
24,173
-1,653
-6% -$43.8K ﹤0.01% 939
2026
Q1 		$627K Sell
25,826
-251
-1% -$6.57K ﹤0.01% 901
2025
Q4 		$685K Buy
26,077
+5,448
+26% +$133K ﹤0.01% 901
2025
Q3 		$473K Sell
20,629
-595
-3% -$12.4K ﹤0.01% 951
2025
Q2 		$335K Buy
21,224
+1,736
+9% +$24.9K ﹤0.01% 979
2025
Q1 		$296K Buy
19,488
+3,778
+24% +$64.5K ﹤0.01% 986
2024
Q4 		$275K Buy
15,710
+1,561
+11% +$27.8K ﹤0.01% 1002
2024
Q3 		$248K Buy
14,149
+1,167
+9% +$19.2K ﹤0.01% 1027
2024
Q2 		$194K Buy
12,982
+2,815
+28% +$43.3K ﹤0.01% 1050
2024
Q1 		$169K Buy
+10,167
New +$164K ﹤0.01% 1106
2023
Q4 		– Sell
-731,275
Closed -$10.6M – 1130
2023
Q3 		$10.6M Sell
731,275
-8,349
-1% -$134K 0.01% 774
2023
Q2 		$12.4M Sell
739,624
-137,868
-16% -$2.22M 0.01% 768
2023
Q1 		$14.4M Sell
877,492
-480,906
-35% -$8.58M 0.01% 760
2022
Q4 		$24.4M Sell
1,358,398
-328,630
-19% -$5.62M 0.02% 673
2022
Q3 		$23.1M Sell
1,687,028
-237,150
-12% -$4M 0.02% 680
2022
Q2 		$31M Buy
1,924,178
+1,005,432
+109% +$19M 0.02% 640
2022
Q1 		$21.2M Buy
+918,746
New +$20.4M 0.01% 721

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

Sumitomo Mitsui Trust Group's IVZ Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Invesco (IVZ) stake by 6.4% in Q2 2026, selling an estimated $43.8K and leaving 24,173 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Sumitomo Mitsui Trust Group first reported a position in IVZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $31M in Q2 2022. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 24,173 shares of Invesco worth $638K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,653 Invesco shares in Q2 2026, an estimated $43.8K.
  • Invesco made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #939 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Invesco in Q1 2022 and has held it in 17 quarters since.
  • Sumitomo Mitsui Trust Group's Invesco position peaked at $31M in Q2 2022.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.