WCM
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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wedge Capital Management's IVZ Position: Q2 2026 in Review

Wedge Capital Management reduced its Invesco (IVZ) stake by 2.3% in Q2 2026, selling an estimated $741K and leaving 1,208,058 shares worth $31.9M. The position accounts for 0.53% of the portfolio, ranked #74.

Wedge Capital Management first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.3M in Q4 2025. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Wedge Capital Management held 1,208,058 shares of Invesco worth $31.9M as of Q2 2026.
  • Wedge Capital Management sold 27,955 Invesco shares in Q2 2026, an estimated $741K.
  • Invesco made up 0.53% of Wedge Capital Management's portfolio in Q2 2026, its #74 holding.
  • Wedge Capital Management first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • Wedge Capital Management's Invesco position peaked at $33.3M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.