IHT Wealth Management’s Ferrari RACE Stock Holding History

IHT Wealth Management’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Buy	+853	New	+$298K	0.01%	1016
2025 Q4	–	Sell	-511	Closed	-$248K	–	1243
2025 Q3	$248K	Buy	511 +41	+9%	+$19.6K	0.01%	1024
2025 Q2	$230K	Sell	470 -139	-23%	-$64.6K	0.01%	1021
2025 Q1	$260K	Sell	609 -33	-5%	-$14.8K	0.01%	919
2024 Q4	$273K	Sell	642 -372	-37%	-$168K	0.01%	885
2024 Q3	$471K	Buy	1,014 +411	+68%	+$184K	0.01%	739
2024 Q2	$246K	Buy	603 +28	+5%	+$11.6K	0.01%	872
2024 Q1	$251K	Buy	+575	New	+$223K	0.01%	863
2018 Q2	–	Sell	-84	Closed	-$10K	–	1125
2018 Q1	$10K	Hold	84	–	–	﹤0.01%	1196
2017 Q4	$10K	Hold	84	–	–	﹤0.01%	1201
2017 Q3	$10K	Buy	84 +60	+250%	+$6.39K	﹤0.01%	973
2017 Q2	$10	Hold	24	–	–	﹤0.01%	981
2017 Q1	$2K	Buy	+24	New	+$1.56K	﹤0.01%	1094

Other funds holding RACE

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return