Independent Advisor Alliance’s Ferrari RACE Stock Holding History

Independent Advisor Alliance’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
2025 Q4	–	Sell	-557	Closed	-$270K	–	1049
2025 Q3	$270K	Sell	557 -20	-3%	-$9.58K	0.01%	797
2025 Q2	$283K	Buy	577 +52	+10%	+$24.2K	0.01%	737
2025 Q1	$225K	Sell	525 -154	-23%	-$69.2K	0.01%	738
2024 Q4	$288K	Sell	679 -13	-2%	-$5.87K	﹤0.01%	1157
2024 Q3	$325K	Buy	692 +11	+2%	+$4.93K	0.01%	544
2024 Q2	$278K	Buy	681 +80	+13%	+$33.3K	0.01%	589
2024 Q1	$262K	Sell	601 -13	-2%	-$5.04K	0.01%	605
2023 Q4	$208K	Buy	+614	New	+$205K	0.01%	638

Other funds holding RACE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BOI

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

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's RACE Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Ferrari (RACE) in Q4 2025, closing a stake of 557 shares — an estimated $270K sold.

Independent Advisor Alliance first reported a position in RACE in Q4 2023 and held it in 8 quarters. The position peaked at $325K in Q3 2024. 766 funds tracked by Wall St. Rank hold RACE as of Q4 2025.

Independent Advisor Alliance reported no remaining Ferrari position as of Q4 2025 after selling out during the quarter.
Independent Advisor Alliance sold 557 Ferrari shares in Q4 2025, an estimated $270K.
Independent Advisor Alliance first reported a position in Ferrari in Q4 2023 and held it in 8 quarters.
Independent Advisor Alliance's Ferrari position peaked at $325K in Q3 2024.
766 funds tracked by Wall St. Rank held Ferrari as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.