University of Texas/Texas AM Investment Management Co (UTIMCO)’s Invesco IVZ Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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	$79K	Buy	2,995 +1,208	+68%	+$32K	0.01%	236
2026 Q1	$43.4K	Hold	1,787	–	–	0.01%	187
2025 Q4	$46.9K	Hold	1,787	–	–	0.01%	194
2025 Q3	$41K	Buy	+1,787	New	+$37.1K	0.01%	163
2017 Q4	–	Sell	-5,900	Closed	-$207K	–	81
2017 Q3	$207K	Buy	+5,900	New	+$202K	0.5%	17
2015 Q3	–	Sell	-5,000	Closed	-$187K	–	24
2015 Q2	$187K	Buy	+5,000	New	+$200K	0.07%	16

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s IVZ Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) increased its Invesco (IVZ) stake by 68% in Q2 2026, buying an estimated $32K and bringing the position to 2,995 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #236.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in IVZ in Q2 2015 and has held it in 6 quarters since. The position peaked at $207K in Q3 2017. 459 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

University of Texas/Texas AM Investment Management Co (UTIMCO) held 2,995 shares of Invesco worth $79K as of Q2 2026.
University of Texas/Texas AM Investment Management Co (UTIMCO) bought 1,208 Invesco shares in Q2 2026, an estimated $32K.
Invesco made up 0.01% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #236 holding.
University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in Invesco in Q2 2015 and has held it in 6 quarters since.
University of Texas/Texas AM Investment Management Co (UTIMCO)'s Invesco position peaked at $207K in Q3 2017.
459 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.