UM
IVZ icon

UniSuper Management’s Invesco IVZ Stock Holding History

UniSuper Management’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 		$794K Sell
30,103
-37,611
-56% -$997K ﹤0.01% 529
2026
Q1 		$1.64M Buy
67,714
+926
+1% +$24.2K 0.01% 497
2025
Q4 		$1.75M Sell
66,788
-20,392
-23% -$498K 0.01% 492
2025
Q3 		$2M Sell
87,180
-22,112
-20% -$459K 0.01% 499
2025
Q2 		$1.72M Buy
109,292
+5,788
+6% +$83.1K 0.01% 514
2025
Q1 		$1.57M Buy
103,504
+14,959
+17% +$255K 0.01% 521
2024
Q4 		$1.55M Buy
88,545
+3,227
+4% +$57.5K 0.01% 514
2024
Q3 		$1.5M Buy
85,318
+11,528
+16% +$189K 0.01% 523
2024
Q2 		$1.1M Buy
73,790
+18,263
+33% +$281K 0.01% 560
2024
Q1 		$921K Buy
55,527
+51,160
+1,172% +$826K 0.01% 568
2023
Q4 		$77.9K Buy
4,367
+2,067
+90% +$29.8K ﹤0.01% 670
2023
Q3 		$33.4K Hold
2,300
– – ﹤0.01% 728
2023
Q2 		$38.7K Buy
+2,300
New +$37K ﹤0.01% 722

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

UniSuper Management's IVZ Position: Q2 2026 in Review

UniSuper Management reduced its Invesco (IVZ) stake by 56% in Q2 2026, selling an estimated $997K and leaving 30,103 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

UniSuper Management first reported a position in IVZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $2M in Q3 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • UniSuper Management held 30,103 shares of Invesco worth $794K as of Q2 2026.
  • UniSuper Management sold 37,611 Invesco shares in Q2 2026, an estimated $997K.
  • Invesco made up ﹤0.01% of UniSuper Management's portfolio in Q2 2026, its #529 holding.
  • UniSuper Management first reported a position in Invesco in Q2 2023 and has held it in 13 quarters since.
  • UniSuper Management's Invesco position peaked at $2M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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