Back to IVZ
MEANS INVESTMENT CO., INC. → IVZ
MEANS INVESTMENT CO., INC. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$449K
Q3 2026
Peak value
$104.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $80.3M |
| Q3 2025 | $428K |
| Q4 2025 | $86.8M |
| Q4 2025 | $435K |
| Q1 2026 | $85.3M |
| Q1 2026 | $425K |
| Q1 2026 | $480K |
| Q1 2026 | $175K |
| Q2 2026 | $99.5M |
| Q2 2026 | $459K |
| Q3 2026 | $104.6M |
| Q3 2026 | $449K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $449K | 3.1K | — | — |
| Q3 2026 | $104.6M | 1.65M | — | — |
| Q2 2026 | $459K | 3.2K | — | — |
| Q2 2026 | $99.5M | 1.62M | — | — |
| Q1 2026 | $175K | 913 | — | — |
| Q1 2026 | $480K | 2.5K | — | — |
| Q1 2026 | $425K | 3.2K | — | — |
| Q1 2026 | $85.3M | 1.56M | — | — |
| Q4 2025 | $435K | 3.2K | — | — |
| Q4 2025 | $86.8M | 1.46M | — | — |
| Q3 2025 | $428K | 3.2K | — | — |
| Q3 2025 | $80.3M | 1.40M | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B