Independent Solutions Wealth Management’s Ferrari RACE Stock Holding History

Independent Solutions 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
2025 Q4	–	Sell	-4,049	Closed	-$1.96M	–	181
2025 Q3	$1.96M	Buy	4,049 +178	+5%	+$85.3K	0.35%	87
2025 Q2	$1.9M	Buy	3,871 +141	+4%	+$65.5K	0.37%	82
2025 Q1	$1.6M	Buy	3,730 +63	+2%	+$28.3K	0.36%	87
2024 Q4	$1.56M	Buy	3,667 +67	+2%	+$30.2K	0.34%	91
2024 Q3	$1.69M	Sell	3,600 -125	-3%	-$56.1K	0.38%	79
2024 Q2	$1.52M	Buy	3,725 +84	+2%	+$34.9K	0.35%	86
2024 Q1	$1.59M	Sell	3,641 -299	-8%	-$116K	0.38%	76
2023 Q4	$1.33M	Buy	3,940 +137	+4%	+$45.7K	0.34%	81
2023 Q3	$1.12M	Buy	+3,803	New	+$1.18M	0.29%	80

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 Solutions Wealth Management's RACE Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Ferrari (RACE) in Q4 2025, closing a stake of 4,049 shares — an estimated $1.96M sold.

Independent Solutions Wealth Management first reported a position in RACE in Q3 2023 and held it in 9 quarters. The position peaked at $1.96M in Q3 2025. 766 funds tracked by Wall St. Rank hold RACE as of Q4 2025.

Independent Solutions Wealth Management reported no remaining Ferrari position as of Q4 2025 after selling out during the quarter.
Independent Solutions Wealth Management sold 4,049 Ferrari shares in Q4 2025, an estimated $1.96M.
Independent Solutions Wealth Management first reported a position in Ferrari in Q3 2023 and held it in 9 quarters.
Independent Solutions Wealth Management's Ferrari position peaked at $1.96M in Q3 2025.
766 funds tracked by Wall St. Rank held Ferrari as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.