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VISTA INVESTMENT PARTNERS II, LLC → IVZ

VISTA INVESTMENT PARTNERS II, LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
7
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$417K
Q3 2025$2.5M
Q4 2025$304K
Q1 2026$305K
Q1 2026$2.9M
Q2 2026$3.1M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M120.8K——
Q2 2026$3.1M118.0K——
Q1 2026$2.9M118.8K——
Q1 2026$305K1.6K——
Q4 2025$304K1.6K——
Q3 2025$2.5M21.6K——
Q3 2025$417K3.1K——

Other funds holding IVZ

Other VISTA INVESTMENT PARTNERS II, LLC positions

LLY

ELI LILLY & CO

$13.7M
LLY

ELI LILLY & CO

$13.4M
STRD

STRATEGY INC

$12.7M
LLY

ELI LILLY & CO

$12.2M
LLY

ELI LILLY & CO

$10.4M
NVDA

NVIDIA CORPORATION

$9.7M
STRD

STRATEGY INC

$9.3M
LLY

ELI LILLY & CO

$8.8M