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Vise Technologies’s Invesco IVZ Stock Holding History

Vise Technologies’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 		$1.11M Buy
42,170
+28,988
+220% +$768K 0.01% 744
2026
Q1 		$346K Hold
13,182
– – 0.01% 1071
2025
Q4 		$346K Buy
13,182
+425
+3% +$10.4K 0.01% 1077
2025
Q3 		$293K Sell
12,757
-527
-4% -$10.9K 0.01% 895
2025
Q2 		$209K Buy
+13,284
New +$191K 0.01% 981

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

Vise Technologies's IVZ Position: Q2 2026 in Review

Vise Technologies increased its Invesco (IVZ) stake by 220% in Q2 2026, buying an estimated $768K and bringing the position to 42,170 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #744.

Vise Technologies first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Vise Technologies held 42,170 shares of Invesco worth $1.11M as of Q2 2026.
  • Vise Technologies bought 28,988 Invesco shares in Q2 2026, an estimated $768K.
  • Invesco made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #744 holding.
  • Vise Technologies first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.