Wells Fargo
IVZ icon

Wells Fargo’s Invesco IVZ Stock Holding History

Wells Fargo’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
Q1 		$9.25M Buy
380,905
+232,676
+157% +$6.09M ﹤0.01% 2096
2025
Q4 		$3.89M Buy
148,229
+813
+0.6% +$19.9K ﹤0.01% 2909
2025
Q3 		$3.38M Sell
147,416
-16,815
-10% -$349K ﹤0.01% 2902
2025
Q2 		$2.59M Sell
164,231
-24,312
-13% -$349K ﹤0.01% 3009
2025
Q1 		$2.86M Sell
188,543
-2,121
-1% -$36.2K ﹤0.01% 2876
2024
Q4 		$3.33M Sell
190,664
-8,767
-4% -$156K ﹤0.01% 2785
2024
Q3 		$3.5M Sell
199,431
-1,299
-0.6% -$21.3K ﹤0.01% 2640
2024
Q2 		$3M Buy
200,730
+5,429
+3% +$83.5K ﹤0.01% 2645
2024
Q1 		$3.24M Buy
195,301
+24,044
+14% +$388K ﹤0.01% 2597
2023
Q4 		$3.06M Buy
171,257
+15,692
+10% +$226K ﹤0.01% 2570
2023
Q3 		$2.26M Sell
155,565
-32,036
-17% -$516K ﹤0.01% 2708
2023
Q2 		$3.15M Sell
187,601
-288,872
-61% -$4.65M ﹤0.01% 2523
2023
Q1 		$7.81M Sell
476,473
-39,986
-8% -$714K ﹤0.01% 1772
2022
Q4 		$9.29M Sell
516,459
-226,372
-30% -$3.87M ﹤0.01% 1599
2022
Q3 		$10.2M Sell
742,831
-38,109
-5% -$643K ﹤0.01% 1509
2022
Q2 		$12.6M Sell
780,940
-49,768
-6% -$942K ﹤0.01% 1411
2022
Q1 		$19.2M Buy
830,708
+7,921
+1% +$176K ﹤0.01% 1335
2021
Q4 		$18.9M Sell
822,787
-635,334
-44% -$15.5M ﹤0.01% 1381
2021
Q3 		$35.2M Buy
1,458,121
+447,346
+44% +$11.2M 0.01% 1282
2021
Q2 		$27M Sell
1,010,775
-82,275
-8% -$2.24M 0.01% 1454
2021
Q1 		$27.6M Buy
1,093,050
+324,990
+42% +$7.29M 0.01% 1411
2020
Q4 		$13.4M Buy
768,060
+48,699
+7% +$749K ﹤0.01% 1856
2020
Q3 		$8.21M Buy
719,361
+23,445
+3% +$248K ﹤0.01% 2046
2020
Q2 		$7.49M Sell
695,916
-1,098,369
-61% -$9.85M ﹤0.01% 2090
2020
Q1 		$16.3M Sell
1,794,285
-532,684
-23% -$8.1M 0.01% 1356
2019
Q4 		$41.8M Buy
2,326,969
+67,301
+3% +$1.15M 0.01% 1036
2019
Q3 		$38.3M Sell
2,259,668
-604,329
-21% -$10.7M 0.01% 1064
2019
Q2 		$58.6M Buy
2,863,997
+987,993
+53% +$20.5M 0.02% 843
2019
Q1 		$36.2M Buy
1,876,004
+191,574
+11% +$3.58M 0.01% 1084
2018
Q4 		$28.2M Sell
1,684,430
-1,032,720
-38% -$20.7M 0.01% 1164
2018
Q3 		$62.2M Buy
2,717,150
+381,664
+16% +$9.54M 0.02% 817
2018
Q2 		$62M Buy
2,335,486
+506,671
+28% +$14.6M 0.02% 799
2018
Q1 		$58.5M Buy
1,828,815
+298,083
+19% +$10.3M 0.02% 819
2017
Q4 		$55.9M Buy
1,530,732
+8,508
+0.6% +$308K 0.02% 828
2017
Q3 		$53.3M Buy
1,522,224
+222,056
+17% +$7.58M 0.02% 841
2017
Q2 		$45.8M Buy
1,300,168
+192,018
+17% +$6.26M 0.01% 906
2017
Q1 		$33.9M Sell
1,108,150
-48,282
-4% -$1.51M 0.01% 1077
2016
Q4 		$35.1M Buy
1,156,432
+218,893
+23% +$6.73M 0.01% 1004
2016
Q3 		$29.3M Sell
937,539
-220,159
-19% -$6.47M 0.01% 1059
2016
Q2 		$29.6M Sell
1,157,698
-310,129
-21% -$9.2M 0.01% 1042
2016
Q1 		$45.2M Sell
1,467,827
-1,453,019
-50% -$41.9M 0.02% 815
2015
Q4 		$97.8M Buy
2,920,846
+817,484
+39% +$26.8M 0.04% 476
2015
Q3 		$65.7M Sell
2,103,362
-42,539
-2% -$1.51M 0.03% 627
2015
Q2 		$80.4M Buy
2,145,901
+135,252
+7% +$5.42M 0.03% 598
2015
Q1 		$79.8M Buy
2,010,649
+10,051
+0.5% +$393K 0.03% 581
2014
Q4 		$79.1M Sell
2,000,598
-55,271
-3% -$2.18M 0.03% 556
2014
Q3 		$81.2M Sell
2,055,869
-340,514
-14% -$13.4M 0.03% 525
2014
Q2 		$90.5M Sell
2,396,383
-30,513
-1% -$1.1M 0.04% 512
2014
Q1 		$89.8M Buy
2,426,896
+154,555
+7% +$5.36M 0.04% 504
2013
Q4 		$82.7M Buy
2,272,341
+71,153
+3% +$2.41M 0.04% 522
2013
Q3 		$70.2M Buy
2,201,188
+9,168
+0.4% +$293K 0.03% 544
2013
Q2 		$69.7M Buy
+2,192,020
New +$70.1M 0.04% 512

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo's IVZ Position: Q1 2026 in Review

Wells Fargo increased its Invesco (IVZ) stake by 157% in Q1 2026, buying an estimated $6.09M and bringing the position to 380,905 shares worth $9.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Wells Fargo first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.8M in Q4 2015. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Wells Fargo held 380,905 shares of Invesco worth $9.25M as of Q1 2026.
  • Wells Fargo bought 232,676 Invesco shares in Q1 2026, an estimated $6.09M.
  • Invesco made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2096 holding.
  • Wells Fargo first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Invesco position peaked at $97.8M in Q4 2015.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.