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Wright Investors Service’s Invesco IVZ Stock Holding History

Wright Investors Service’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 		$678K Buy
+25,679
New +$681K 0.19% 104
2024
Q4 		– Sell
-25,739
Closed -$452K – 139
2024
Q3 		$452K Sell
25,739
-10,314
-29% -$169K 0.12% 131
2024
Q2 		$539K Sell
36,053
-10,734
-23% -$165K 0.14% 125
2024
Q1 		$776K Buy
46,787
+944
+2% +$15.2K 0.2% 112
2023
Q4 		$818K Sell
45,843
-8,432
-16% -$122K 0.23% 104
2023
Q3 		$788K Buy
54,275
+1,102
+2% +$17.7K 0.23% 102
2023
Q2 		$894K Sell
53,173
-5,703
-10% -$91.8K 0.25% 102
2023
Q1 		$966K Buy
58,876
+525
+0.9% +$9.37K 0.27% 95
2022
Q4 		$1.05M Sell
58,351
-129
-0.2% -$2.21K 0.3% 93
2022
Q3 		$801K Sell
58,480
-4,474
-7% -$75.4K 0.25% 101
2022
Q2 		$1.01M Sell
62,954
-41,863
-40% -$792K 0.29% 96
2022
Q1 		$2.42M Sell
104,817
-46,772
-31% -$1.04M 0.6% 57
2021
Q4 		$3.49M Buy
151,589
+7,499
+5% +$183K 0.88% 35
2021
Q3 		$3.47M Buy
144,090
+5,957
+4% +$149K 0.99% 34
2021
Q2 		$3.69M Buy
138,133
+3,303
+2% +$90K 1% 32
2021
Q1 		$3.4M Buy
+134,830
New +$3.02M 1.03% 30

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wright Investors Service's IVZ Position: Q2 2026 in Review

Wright Investors Service opened a new position in Invesco (IVZ) in Q2 2026: 25,679 shares worth $678K. The stake represents 0.19% of the portfolio and ranks #104 among its holdings. This is a return to the name: Wright Investors Service previously reported a position in IVZ as recently as Q3 2024.

Wright Investors Service first reported a position in IVZ in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.69M in Q2 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Wright Investors Service held 25,679 shares of Invesco worth $678K as of Q2 2026.
  • Invesco was a new Wright Investors Service position in Q2 2026.
  • Invesco made up 0.19% of Wright Investors Service's portfolio in Q2 2026, its #104 holding.
  • Wright Investors Service first reported a position in Invesco in Q1 2021 and has held it in 16 quarters since.
  • Wright Investors Service's Invesco position peaked at $3.69M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.