MWM
IPG

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

Moran 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
Q2 		– Sell
-178,973
Closed -$4.86M – 494
2025
Q1 		$4.86M Buy
178,973
+37,168
+26% +$1.02M 0.16% 177
2024
Q4 		$3.97M Buy
+141,805
New +$4.23M 0.13% 196
2023
Q3 		– Sell
-207,305
Closed -$8M – 388
2023
Q2 		$8M Buy
+207,305
New +$7.82M 0.3% 121

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Moran Wealth Management's IPG Position: Q2 2025 in Review

Moran Wealth Management sold out of Interpublic Group of Companies (IPG) in Q2 2025, closing a stake of 178,973 shares — an estimated $4.86M sold.

Moran Wealth Management first reported a position in IPG in Q2 2023 and held it in 3 quarters. The position peaked at $8M in Q2 2023. 656 funds tracked by Wall St. Rank hold IPG as of Q2 2025.

  • Moran Wealth Management reported no remaining Interpublic Group of Companies position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 178,973 Interpublic Group of Companies shares in Q2 2025, an estimated $4.86M.
  • Moran Wealth Management first reported a position in Interpublic Group of Companies in Q2 2023 and held it in 3 quarters.
  • Moran Wealth Management's Interpublic Group of Companies position peaked at $8M in Q2 2023.
  • 656 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.