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Woodline Partners’s Invesco IVZ Stock Holding History

Woodline Partners’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 		– Sell
-67,739
Closed -$1.78M – 1102
2025
Q4 		$1.78M Buy
67,739
+8,859
+15% +$216K 0.01% 783
2025
Q3 		$1.35M Buy
58,880
+10,529
+22% +$219K 0.01% 775
2025
Q2 		$762K Buy
48,351
+10,501
+28% +$151K ﹤0.01% 829
2025
Q1 		$574K Buy
37,850
+10,859
+40% +$185K ﹤0.01% 820
2024
Q4 		$472K Buy
+26,991
New +$481K ﹤0.01% 840

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

Woodline Partners's IVZ Position: Q1 2026 in Review

Woodline Partners sold out of Invesco (IVZ) in Q1 2026, closing a stake of 67,739 shares — an estimated $1.78M sold.

Woodline Partners first reported a position in IVZ in Q4 2024 and held it in 5 quarters. The position peaked at $1.78M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Woodline Partners reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Woodline Partners sold 67,739 Invesco shares in Q1 2026, an estimated $1.78M.
  • Woodline Partners first reported a position in Invesco in Q4 2024 and held it in 5 quarters.
  • Woodline Partners's Invesco position peaked at $1.78M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Woodline Partners's 13F filing for Q1 2026, filed 15 May 2026.