HT
IPG

Heritage Trust’s Interpublic Group of Companies IPG Stock Holding History

Heritage Trust’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
-77,842
Closed -$2.17M – 301
2025
Q3 		$2.17M Sell
77,842
-659
-0.8% -$17K 0.23% 100
2025
Q2 		$1.92M Sell
78,501
-430
-0.5% -$10.5K 0.22% 112
2025
Q1 		$2.14M Sell
78,931
-440
-0.6% -$12.1K 0.26% 100
2024
Q4 		$2.22M Buy
+79,371
New +$2.37M 0.26% 95
2024
Q2 		$1.96M Buy
67,437
+2,768
+4% +$85.3K 0.26% 99
2024
Q1 		$2.11M Buy
64,669
+43,836
+210% +$1.42M 0.28% 93
2023
Q4 		$680K Buy
20,833
+12,835
+160% +$386K 0.1% 168
2023
Q3 		$229K Hold
7,998
– – 0.04% 238
2023
Q2 		$309K Sell
7,998
-32
-0.4% -$1.21K 0.05% 221
2023
Q1 		$299K Buy
8,030
+1,394
+21% +$50.1K 0.05% 204
2022
Q4 		$221K Buy
+6,636
New +$206K 0.04% 225
2022
Q3 		– Sell
-27,761
Closed -$764K – 238
2022
Q2 		$764K Sell
27,761
-26,904
-49% -$854K 0.13% 146
2022
Q1 		$1.94M Sell
54,665
-533
-1% -$19.2K 0.27% 96
2021
Q4 		$2.07M Buy
55,198
+9,781
+22% +$356K 0.27% 93
2021
Q3 		$1.67M Buy
+45,417
New +$1.63M 0.23% 102

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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 $18.1B AUM 24.69% 1-Year Est. Return

Heritage Trust's IPG Position: Q4 2025 in Review

Heritage Trust sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 77,842 shares — an estimated $2.17M sold.

Heritage Trust first reported a position in IPG in Q3 2021 and held it in 15 quarters. The position peaked at $2.22M in Q4 2024. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Heritage Trust reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Heritage Trust sold 77,842 Interpublic Group of Companies shares in Q4 2025, an estimated $2.17M.
  • Heritage Trust first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 15 quarters.
  • Heritage Trust's Interpublic Group of Companies position peaked at $2.22M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Heritage Trust's 13F filing for Q4 2025, filed 10 Feb 2026.