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Jamison Private Wealth Management’s Ferrari RACE Stock Holding History

Jamison Private 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 		– Sell
-545
Closed -$201K – 221
2025
Q4 		$201K Buy
545
+51
+10% +$20.4K 0.02% 208
2025
Q3 		$240K Buy
+494
New +$237K 0.03% 194
2024
Q4 		– Sell
-103
Closed -$48.4K – 400
2024
Q3 		$48.4K Buy
103
+22
+27% +$9.87K 0.01% 254
2024
Q2 		$33.1K Hold
81
– – 0.01% 262
2024
Q1 		$35.3K Hold
81
– – 0.01% 268
2023
Q4 		$27.4K Buy
+81
New +$27K 0.01% 260

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jamison Private Wealth Management's RACE Position: Q1 2026 in Review

Jamison Private Wealth Management sold out of Ferrari (RACE) in Q1 2026, closing a stake of 545 shares — an estimated $201K sold.

Jamison Private Wealth Management first reported a position in RACE in Q4 2023 and held it in 6 quarters. The position peaked at $240K in Q3 2025. 716 funds tracked by Wall St. Rank hold RACE as of Q1 2026.

  • Jamison Private Wealth Management reported no remaining Ferrari position as of Q1 2026 after selling out during the quarter.
  • Jamison Private Wealth Management sold 545 Ferrari shares in Q1 2026, an estimated $201K.
  • Jamison Private Wealth Management first reported a position in Ferrari in Q4 2023 and held it in 6 quarters.
  • Jamison Private Wealth Management's Ferrari position peaked at $240K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Ferrari as of Q1 2026.

Based on Jamison Private Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.