Back to IVZ
Davidson Capital Management Inc. → IVZ
Davidson Capital Management Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
11
Latest value
$34.1M
Q3 2026
Peak value
$53.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.8M |
| Q3 2025 | $52.6M |
| Q4 2025 | $31.5M |
| Q4 2025 | $53.9M |
| Q4 2025 | $699K |
| Q1 2026 | $20.2M |
| Q1 2026 | $26.2M |
| Q2 2026 | $23.5M |
| Q2 2026 | $36.9M |
| Q3 2026 | $20.3M |
| Q3 2026 | $34.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.1M | 225.0K | — | — |
| Q3 2026 | $20.3M | 138.0K | — | — |
| Q2 2026 | $36.9M | 228.2K | — | — |
| Q2 2026 | $23.5M | 138.0K | — | — |
| Q1 2026 | $26.2M | 233.4K | — | — |
| Q1 2026 | $20.2M | 139.6K | — | — |
| Q4 2025 | $699K | 5.9K | — | — |
| Q4 2025 | $53.9M | 389.1K | — | — |
| Q4 2025 | $31.5M | 164.3K | — | — |
| Q3 2025 | $52.6M | 389.1K | — | — |
| Q3 2025 | $30.8M | 162.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B