Back to Nelson Peltz
Nelson Peltz → IVZ via TRIAN FUND MANAGEMENT, L.P.
Nelson Peltz IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$42.9M
Q2 2026
Peak value
$605.5M
First seen
Q2 2023
Quarter-by-quarter history
Every disclosed snapshot
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $42.9M | 1.63M | — | — |
| Q1 2026 | $72.2M | 2.97M | — | — |
| Q4 2025 | $78M | 2.97M | — | — |
| Q3 2025 | $335.6M | 14.63M | — | — |
| Q2 2025 | $230.7M | 14.63M | — | — |
| Q1 2025 | $351.5M | 23.17M | — | — |
| Q4 2024 | $405.1M | 23.17M | — | — |
| Q3 2024 | $406.9M | 23.17M | — | — |
| Q2 2024 | $407.3M | 27.22M | — | — |
| Q1 2024 | $563.1M | 33.94M | — | — |
| Q4 2023 | $605.5M | 33.94M | — | — |
| Q3 2023 | $492.8M | 33.94M | — | — |
| Q2 2023 | $570.5M | 33.94M | — | — |