Altar Rock LLC’s Invesco IVZ Stock Holding History

Altar Rock LLC’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	-8,604	Closed	-$209K	–	121
2026 Q1	$209K	Sell	8,604 -75	-0.9%	-$1.96K	0.25%	127
2025 Q4	$228K	Buy	+8,679	New	+$212K	0.27%	101

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Altar Rock LLC's IVZ Position: Q2 2026 in Review

Altar Rock LLC sold out of Invesco (IVZ) in Q2 2026, closing a stake of 8,604 shares — an estimated $209K sold.

Altar Rock LLC first reported a position in IVZ in Q4 2025 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Altar Rock LLC reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
Altar Rock LLC sold 8,604 Invesco shares in Q2 2026, an estimated $209K.
Altar Rock LLC first reported a position in Invesco in Q4 2025 and held it in 2 quarters.
Altar Rock LLC's Invesco position peaked at $228K in Q4 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Altar Rock LLC's 13F filing for Q2 2026, filed 21 Sep 2026.