MWM
IPG

Mission Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Mission Wealth Management’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
Q4 		– Sell
-16,847
Closed -$470K – 745
2025
Q3 		$470K Sell
16,847
-138
-0.8% -$3.56K 0.01% 502
2025
Q2 		$416K Sell
16,985
-2,521
-13% -$61.3K 0.01% 514
2025
Q1 		$530K Buy
19,506
+1,564
+9% +$42.9K 0.01% 436
2024
Q4 		$503K Sell
17,942
-6,031
-25% -$180K 0.01% 426
2024
Q3 		$758K Buy
23,973
+294
+1% +$9.02K 0.02% 350
2024
Q2 		$689K Sell
23,679
-773
-3% -$23.8K 0.02% 346
2024
Q1 		$798K Sell
24,452
-94
-0.4% -$3.04K 0.02% 339
2023
Q4 		$801K Buy
24,546
+1,158
+5% +$34.9K 0.03% 282
2023
Q3 		$670K Buy
23,388
+67
+0.3% +$2.24K 0.03% 291
2023
Q2 		$900K Buy
23,321
+104
+0.4% +$3.92K 0.03% 239
2023
Q1 		$865K Buy
23,217
+200
+0.9% +$7.19K 0.04% 251
2022
Q4 		$767K Sell
23,017
-70
-0.3% -$2.17K 0.04% 251
2022
Q3 		$591K Buy
23,087
+1,891
+9% +$53.6K 0.03% 269
2022
Q2 		$584K Buy
21,196
+5,500
+35% +$175K 0.03% 277
2022
Q1 		$556K Buy
15,696
+3,002
+24% +$108K 0.03% 292
2021
Q4 		$475K Buy
12,694
+747
+6% +$27.2K 0.02% 317
2021
Q3 		$438K Buy
+11,947
New +$428K 0.02% 315

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mission Wealth Management's IPG Position: Q4 2025 in Review

Mission Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 16,847 shares — an estimated $470K sold.

Mission Wealth Management first reported a position in IPG in Q3 2021 and held it in 17 quarters. The position peaked at $900K in Q2 2023. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Mission Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Mission Wealth Management sold 16,847 Interpublic Group of Companies shares in Q4 2025, an estimated $470K.
  • Mission Wealth Management first reported a position in Interpublic Group of Companies in Q3 2021 and held it in 17 quarters.
  • Mission Wealth Management's Interpublic Group of Companies position peaked at $900K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

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