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

Modera 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
-797,401
Closed -$22.3M – 655
2025
Q3 		$22.3M Sell
797,401
-22,488
-3% -$580K 0.26% 77
2025
Q2 		$20.1M Sell
819,889
-44,171
-5% -$1.07M 0.25% 79
2025
Q1 		$23.5M Sell
864,060
-18,430
-2% -$506K 0.32% 69
2024
Q4 		$24.7M Sell
882,490
-45,435
-5% -$1.36M 0.3% 69
2024
Q3 		$29.4M Sell
927,925
-24,724
-3% -$759K 0.37% 58
2024
Q2 		$27.7M Buy
952,649
+6,334
+0.7% +$195K 0.41% 57
2024
Q1 		$30.9M Buy
946,315
+2,772
+0.3% +$89.8K 0.47% 54
2023
Q4 		$30.8M Sell
943,543
-24,613
-3% -$741K 0.51% 52
2023
Q3 		$27.7M Buy
968,156
+9,766
+1% +$326K 0.52% 53
2023
Q2 		$37M Buy
958,390
+947,232
+8,489% +$35.7M 0.67% 39
2023
Q1 		$416K Hold
11,158
– – 0.02% 232
2022
Q4 		$372K Hold
11,158
– – 0.02% 247
2022
Q3 		$286K Sell
11,158
-5
-0% -$142 0.01% 251
2022
Q2 		$307K Sell
11,163
-54
-0.5% -$1.71K 0.01% 253
2022
Q1 		$398K Sell
11,217
-9,363
-45% -$337K 0.02% 237
2021
Q4 		$771K Buy
+20,580
New +$748K 0.03% 203

Other funds holding IPG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $20.6B AUM 34.61% 1-Year Est. Return

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

Modera Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 797,401 shares — an estimated $22.3M sold.

Modera Wealth Management first reported a position in IPG in Q4 2021 and held it in 16 quarters. The position peaked at $37M in Q2 2023. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Modera Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Modera Wealth Management sold 797,401 Interpublic Group of Companies shares in Q4 2025, an estimated $22.3M.
  • Modera Wealth Management first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 16 quarters.
  • Modera Wealth Management's Interpublic Group of Companies position peaked at $37M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.