FFM
IPG

Forum Financial Management’s Interpublic Group of Companies IPG Stock Holding History

Forum Financial Management’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
-7,612
Closed -$212K – 1036
2025
Q3 		$212K Buy
+7,612
New +$196K ﹤0.01% 935
2025
Q2 		– Sell
-7,612
Closed -$207K – 968
2025
Q1 		$207K Hold
7,612
– – ﹤0.01% 802
2024
Q4 		$213K Buy
7,612
+1,115
+17% +$33.3K ﹤0.01% 817
2024
Q3 		$206K Buy
+6,497
New +$199K ﹤0.01% 714
2024
Q2 		– Sell
-6,478
Closed -$211K – 745
2024
Q1 		$211K Buy
6,478
+10
+0.2% +$324 ﹤0.01% 681
2023
Q4 		$211K Buy
+6,468
New +$195K ﹤0.01% 624
2023
Q3 		– Sell
-6,468
Closed -$250K – 656
2023
Q2 		$250K Hold
6,468
– – 0.01% 503
2023
Q1 		$241K Hold
6,468
– – 0.01% 474
2022
Q4 		$215K Buy
+6,468
New +$201K 0.01% 525
2022
Q2 		– Sell
-6,468
Closed -$229K – 616
2022
Q1 		$229K Hold
6,468
– – 0.01% 510
2021
Q4 		$242K Buy
+6,468
New +$235K 0.01% 523

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

Forum Financial Management's IPG Position: Q4 2025 in Review

Forum Financial Management sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 7,612 shares — an estimated $212K sold.

Forum Financial Management first reported a position in IPG in Q4 2021 and held it in 11 quarters. The position peaked at $250K in Q2 2023. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Forum Financial Management reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 7,612 Interpublic Group of Companies shares in Q4 2025, an estimated $212K.
  • Forum Financial Management first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Interpublic Group of Companies position peaked at $250K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.