Universal-Beteiligungs- und Servicegesellschaft
IVZ icon

Universal-Beteiligungs- und Servicegesellschaft’s Invesco IVZ Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$5.36M Sell
203,180
-30,434
-13% -$807K 0.01% 912
2026
Q1 		$5.67M Buy
233,614
+54,321
+30% +$1.42M 0.01% 820
2025
Q4 		$4.71M Buy
179,293
+38,279
+27% +$935K 0.01% 904
2025
Q3 		$3.23M Sell
141,014
-154,688
-52% -$3.21M 0.01% 1072
2025
Q2 		$4.66M Buy
295,702
+16,314
+6% +$234K 0.01% 860
2025
Q1 		$4.24M Buy
279,388
+90,794
+48% +$1.55M 0.01% 867
2024
Q4 		$3.3M Buy
+188,594
New +$3.36M 0.01% 812

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's IVZ Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Invesco (IVZ) stake by 13% in Q2 2026, selling an estimated $807K and leaving 203,180 shares worth $5.36M. The position accounts for 0.01% of the portfolio, ranked #912.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.67M in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 203,180 shares of Invesco worth $5.36M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 30,434 Invesco shares in Q2 2026, an estimated $807K.
  • Invesco made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #912 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Invesco position peaked at $5.67M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.