Wedge Capital Management
IVZ icon

Wedge Capital Management’s Invesco IVZ Stock Holding History

Wedge Capital 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
Q3 		$32.1M Sell
1,063,033
-145,025
-12% -$4.46M 0.56% 44
2026
Q2 		$31.9M Sell
1,208,058
-27,955
-2% -$741K 0.53% 74
2026
Q1 		$30M Sell
1,236,013
-29,852
-2% -$781K 0.55% 71
2025
Q4 		$33.3M Buy
+1,265,865
New +$30.9M 0.6% 63

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wedge Capital Management's IVZ Position: Q3 2026 in Review

Wedge Capital Management reduced its Invesco (IVZ) stake by 12% in Q3 2026, selling an estimated $4.46M and leaving 1,063,033 shares worth $32.1M. The position accounts for 0.56% of the portfolio, ranked #44.

Wedge Capital Management first reported a position in IVZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $33.3M in Q4 2025. 541 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Wedge Capital Management held 1,063,033 shares of Invesco worth $32.1M as of Q3 2026.
  • Wedge Capital Management sold 145,025 Invesco shares in Q3 2026, an estimated $4.46M.
  • Invesco made up 0.56% of Wedge Capital Management's portfolio in Q3 2026, its #44 holding.
  • Wedge Capital Management first reported a position in Invesco in Q4 2025 and has held it in 4 quarters since.
  • Wedge Capital Management's Invesco position peaked at $33.3M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.