Back to IVZ
Morton Capital Management LLC/CA → IVZ
Morton Capital Management LLC/CA IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$5M
Q3 2026
Peak value
$5.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $783K |
| Q4 2025 | $5.4M |
| Q1 2026 | $785K |
| Q1 2026 | $5.4M |
| Q2 2026 | $957K |
| Q2 2026 | $5.3M |
| Q3 2026 | $926K |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 233.7K | — | — |
| Q3 2026 | $926K | 4.5K | — | — |
| Q2 2026 | $5.3M | 236.5K | — | — |
| Q2 2026 | $957K | 4.5K | — | — |
| Q1 2026 | $5.4M | 243.9K | — | — |
| Q1 2026 | $785K | 4.1K | — | — |
| Q4 2025 | $5.4M | 245.2K | — | — |
| Q4 2025 | $783K | 4.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B