WG
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Winton Group’s Invesco IVZ Stock Holding History

Winton Group’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 		$5.42M Buy
222,960
+194,960
+696% +$5.1M 0.19% 151
2025
Q4 		$736K Buy
+28,000
New +$684K 0.03% 554
2021
Q2 		– Sell
-11,282
Closed -$285K – 1465
2021
Q1 		$285K Buy
+11,282
New +$253K 0.02% 1162
2018
Q3 		– Sell
-10,207
Closed -$271K – 1065
2018
Q2 		$271K Sell
10,207
-997
-9% -$28.7K 0.01% 872
2018
Q1 		$359K Buy
11,204
+389
+4% +$13.4K 0.01% 909
2017
Q4 		$395K Buy
10,815
+3,288
+44% +$119K 0.01% 549
2017
Q3 		$264K Sell
7,527
-1,392
-16% -$47.5K 0.01% 619
2017
Q2 		$314K Sell
8,919
-71,532
-89% -$2.33M 0.01% 560
2017
Q1 		$2.46M Buy
80,451
+21,424
+36% +$670K 0.07% 257
2016
Q4 		$1.79M Buy
+59,027
New +$1.82M 0.06% 261
2016
Q3 		– Sell
-141,723
Closed -$3.62M – 398
2016
Q2 		$3.62M Sell
141,723
-814,254
-85% -$24.2M 0.06% 251
2016
Q1 		$29.4M Sell
955,977
-841,817
-47% -$24.3M 0.32% 139
2015
Q4 		$60.2M Buy
1,797,794
+959,351
+114% +$31.4M 0.54% 54
2015
Q3 		$26.2M Buy
838,443
+352,818
+73% +$12.6M 0.21% 197
2015
Q2 		$18.2M Sell
485,625
-406,047
-46% -$16.3M 0.17% 212
2015
Q1 		$35.4M Buy
891,672
+869,177
+3,864% +$33.9M 0.28% 142
2014
Q4 		$889K Sell
22,495
-230,111
-91% -$9.07M 0.01% 468
2014
Q3 		$9.97M Buy
252,606
+78,047
+45% +$3.07M 0.07% 325
2014
Q2 		$6.59M Buy
+174,559
New +$6.32M 0.04% 364

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

Winton Group's IVZ Position: Q1 2026 in Review

Winton Group increased its Invesco (IVZ) stake by 696% in Q1 2026, buying an estimated $5.1M and bringing the position to 222,960 shares worth $5.42M. The position accounts for 0.19% of the portfolio, ranked #151.

Winton Group first reported a position in IVZ in Q2 2014 and has held it in 19 quarters since. The position peaked at $60.2M in Q4 2015. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Winton Group held 222,960 shares of Invesco worth $5.42M as of Q1 2026.
  • Winton Group bought 194,960 Invesco shares in Q1 2026, an estimated $5.1M.
  • Invesco made up 0.19% of Winton Group's portfolio in Q1 2026, its #151 holding.
  • Winton Group first reported a position in Invesco in Q2 2014 and has held it in 19 quarters since.
  • Winton Group's Invesco position peaked at $60.2M in Q4 2015.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.