Portfolio changes · featured 13Fs

Activity

Moves in IVZ across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 12 Aug managers newest 13Fs

IVZ · reduce · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
12 Aug 1
IVZ	Reduce	Nelson Peltz - Trian Fund Management	−0.86%	−45.3% sh	Q1→Q2
21 Apr 1
IVZ	Reduce	Robert Olstein - Olstein Capital Management	−0.10%	−6.9% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home