Carson Wealth (CWM LLC)
IPG

Carson Wealth (CWM LLC)’s Interpublic Group of Companies IPG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-95,220
Closed -$2.66M – 5495
2025
Q3 		$2.66M Buy
95,220
+3,551
+4% +$91.6K 0.01% 970
2025
Q2 		$2.24M Buy
91,669
+539
+0.6% +$13.1K 0.01% 907
2025
Q1 		$2.48M Buy
91,130
+619
+0.7% +$17K 0.01% 766
2024
Q4 		$2.54M Sell
90,511
-5,909
-6% -$176K 0.01% 690
2024
Q3 		$3.05M Sell
96,420
-17,960
-16% -$551K 0.01% 572
2024
Q2 		$3.33M Buy
114,380
+235
+0.2% +$7.24K 0.02% 511
2024
Q1 		$3.73M Sell
114,145
-14,413
-11% -$467K 0.02% 472
2023
Q4 		$4.2M Sell
128,558
-4,962
-4% -$149K 0.02% 428
2023
Q3 		$3.83M Sell
133,520
-7,988
-6% -$267K 0.02% 413
2023
Q2 		$5.46M Sell
141,508
-301
-0.2% -$11.4K 0.03% 325
2023
Q1 		$5.28M Buy
141,809
+1,714
+1% +$61.6K 0.04% 314
2022
Q4 		$4.67M Buy
140,095
+1,954
+1% +$60.6K 0.03% 316
2022
Q3 		$3.54M Buy
138,141
+125,405
+985% +$3.56M 0.03% 333
2022
Q2 		$351K Sell
12,736
-524
-4% -$16.6K ﹤0.01% 840
2022
Q1 		$470K Buy
13,260
+5,005
+61% +$180K ﹤0.01% 749
2021
Q4 		$309K Buy
+8,255
New +$300K ﹤0.01% 859
2021
Q2 		$4.28M Hold
131,782
– – 0.03% 297
2021
Q1 		$4.28M Hold
131,782
– – 0.03% 297
2020
Q4 		$4.28M Hold
131,782
– – 0.03% 297
2020
Q3 		$4.28M Hold
131,782
– – 0.03% 297
2020
Q2 		$4.28M Hold
131,782
– – 0.03% 297
2020
Q1 		$4.28M Hold
131,782
– – 0.03% 297
2019
Q4 		$4.28M Hold
131,782
– – 0.03% 297
2019
Q3 		$4.28M Hold
131,782
– – 0.03% 297
2019
Q2 		$4.28M Hold
131,782
– – 0.03% 297
2019
Q1 		$4.28M Buy
131,782
+129,902
+6,910% +$2.89M 0.03% 297
2018
Q4 		$39K Buy
1,880
+865
+85% +$19.8K ﹤0.01% 937
2018
Q3 		$23K Buy
1,015
+43
+4% +$973 ﹤0.01% 920
2018
Q2 		$23K Buy
972
+205
+27% +$4.82K ﹤0.01% 806
2018
Q1 		$18K Hold
767
– – ﹤0.01% 728
2017
Q4 		$15K Sell
767
-258
-25% -$5.14K ﹤0.01% 772
2017
Q3 		$21K Buy
1,025
+258
+34% +$5.61K ﹤0.01% 693
2017
Q2 		$19K Hold
767
– – ﹤0.01% 637
2017
Q1 		$19K Sell
767
-306
-29% -$7.34K ﹤0.01% 607
2016
Q4 		$25K Buy
1,073
+306
+40% +$7.07K ﹤0.01% 545
2016
Q3 		$17K Hold
767
– – ﹤0.01% 573
2016
Q2 		$18K Hold
767
– – ﹤0.01% 483
2016
Q1 		$18K Hold
767
– – ﹤0.01% 456
2015
Q4 		$18K Hold
767
– – ﹤0.01% 405
2015
Q3 		$15K Buy
+767
New +$15.3K ﹤0.01% 399

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IPG Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 95,220 shares — an estimated $2.66M sold.

Carson Wealth (CWM LLC) first reported a position in IPG in Q3 2015 and held it in 40 quarters. The position peaked at $5.46M in Q2 2023. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 95,220 Interpublic Group of Companies shares in Q4 2025, an estimated $2.66M.
  • Carson Wealth (CWM LLC) first reported a position in Interpublic Group of Companies in Q3 2015 and held it in 40 quarters.
  • Carson Wealth (CWM LLC)'s Interpublic Group of Companies position peaked at $5.46M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.