KA
IPG

Kozak & Associates’s Interpublic Group of Companies IPG Stock Holding History

Kozak & Associates’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,745
Closed -$67.8K – 472
2025
Q2 		$67.8K Buy
2,745
+38
+1% +$924 0.01% 131
2025
Q1 		$67.7K Buy
2,707
+34
+1% +$933 0.02% 116
2024
Q4 		$75.2K Buy
2,673
+29
+1% +$866 0.02% 113
2024
Q3 		$84.4K Buy
2,644
+27
+1% +$828 0.02% 110
2024
Q2 		$75.3K Buy
2,617
+29
+1% +$894 0.02% 105
2024
Q1 		$81.9K Sell
2,588
-321
-11% -$10.4K 0.02% 106
2023
Q4 		$92.5K Buy
2,909
+27
+0.9% +$813 0.03% 107
2023
Q3 		$84K Hold
2,882
– – 0.03% 108
2023
Q2 		$112K Hold
2,882
– – 0.05% 99
2023
Q1 		$107K Hold
2,882
– – 0.05% 104
2022
Q4 		$96K Hold
2,882
– – 0.05% 112
2022
Q3 		$75K Sell
2,882
-152
-5% -$4.31K 0.05% 120
2022
Q2 		$84K Hold
3,034
– – 0.06% 120
2022
Q1 		$102K Hold
3,034
– – 0.07% 112
2021
Q4 		$102K Buy
3,034
+152
+5% +$5.53K 0.07% 112
2021
Q3 		$104K Buy
+2,882
New +$103K 0.06% 113

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kozak & Associates's IPG Position: Q3 2025 in Review

Kozak & Associates sold out of Interpublic Group of Companies (IPG) in Q3 2025, closing a stake of 2,745 shares — an estimated $67.8K sold.

Kozak & Associates first reported a position in IPG in Q3 2021 and held it in 16 quarters. The position peaked at $112K in Q2 2023. 640 funds tracked by Wall St. Rank hold IPG as of Q3 2025.

  • Kozak & Associates reported no remaining Interpublic Group of Companies position as of Q3 2025 after selling out during the quarter.
  • Kozak & Associates sold 2,745 Interpublic Group of Companies shares in Q3 2025, an estimated $67.8K.
  • Kozak & Associates first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 16 quarters.
  • Kozak & Associates's Interpublic Group of Companies position peaked at $112K in Q2 2023.
  • 640 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.