Integrated Wealth Concepts’s Interpublic Group of Companies IPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-12,348
| Closed | -$345K | – | 1843 |
|
|
2025
Q3 | $345K | Sell |
12,348
-99
| -0.8% | -$2.56K | ﹤0.01% | 1561 |
|
|
2025
Q2 | $305K | Sell |
12,447
-614
| -5% | -$14.9K | ﹤0.01% | 1539 |
|
|
2025
Q1 | $355K | Buy |
13,061
+5,004
| +62% | +$137K | ﹤0.01% | 1312 |
|
|
2024
Q4 | $226K | Sell |
8,057
-20,805
| -72% | -$621K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $913K | Buy |
28,862
+20,395
| +241% | +$626K | 0.01% | 844 |
|
|
2024
Q2 | $246K | Sell |
8,467
-121
| -1% | -$3.73K | ﹤0.01% | 1436 |
|
|
2024
Q1 | $280K | Buy |
8,588
+144
| +2% | +$4.66K | ﹤0.01% | 1354 |
|
|
2023
Q4 | $276K | Sell |
8,444
-2
| -0% | -$60 | ﹤0.01% | 1310 |
|
|
2023
Q3 | $242K | Sell |
8,446
-3,952
| -32% | -$132K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $478K | Buy |
12,398
+1,541
| +14% | +$58.1K | 0.01% | 994 |
|
|
2023
Q1 | $404K | Buy |
10,857
+1,762
| +19% | +$63.3K | 0.01% | 927 |
|
|
2022
Q4 | $303K | Sell |
9,095
-14,881
| -62% | -$462K | 0.01% | 819 |
|
|
2022
Q3 | $614K | Buy |
23,976
+12,763
| +114% | +$362K | 0.02% | 537 |
|
|
2022
Q2 | $309K | Buy |
11,213
+668
| +6% | +$21.2K | 0.01% | 754 |
|
|
2022
Q1 | $374K | Buy |
10,545
+543
| +5% | +$19.6K | 0.01% | 665 |
|
|
2021
Q4 | $375K | Sell |
10,002
-82
| -0.8% | -$2.98K | 0.01% | 691 |
|
|
2021
Q3 | $370K | Buy |
10,084
+389
| +4% | +$13.9K | 0.01% | 660 |
|
|
2021
Q2 | $315K | Buy |
9,695
+197
| +2% | +$6.3K | 0.01% | 644 |
|
|
2021
Q1 | $277K | Sell |
9,498
-678
| -7% | -$17.9K | 0.01% | 607 |
|
|
2020
Q4 | $239K | Buy |
+10,176
| New | +$213K | 0.01% | 557 |
|
Other funds holding IPG
Integrated Wealth Concepts's IPG Position: Q4 2025 in Review
Integrated Wealth Concepts sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 12,348 shares — an estimated $345K sold.
Integrated Wealth Concepts first reported a position in IPG in Q4 2020 and held it in 20 quarters. The position peaked at $913K in Q3 2024. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.
- Integrated Wealth Concepts reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
- Integrated Wealth Concepts sold 12,348 Interpublic Group of Companies shares in Q4 2025, an estimated $345K.
- Integrated Wealth Concepts first reported a position in Interpublic Group of Companies in Q4 2020 and held it in 20 quarters.
- Integrated Wealth Concepts's Interpublic Group of Companies position peaked at $913K in Q3 2024.
- 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.
Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.