Mowery & Schoenfeld Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Mowery & Schoenfeld 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	-1,091	Closed	-$30.4K	–	485
2025 Q3	$30.4K	Sell	1,091 -156	-13%	-$4.03K	0.05%	148
2025 Q2	$30.5K	Hold	1,247	–	–	0.05%	149
2025 Q1	$33.9K	Hold	1,247	–	–	0.07%	160
2024 Q4	$34.9K	Buy	+1,247	New	+$37.2K	0.07%	136

Other funds holding IPG

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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

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

Mowery & Schoenfeld Wealth Management's IPG Position: Q4 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 1,091 shares — an estimated $30.4K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IPG in Q4 2024 and held it in 4 quarters. The position peaked at $34.9K in Q4 2024. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

Mowery & Schoenfeld Wealth Management reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 1,091 Interpublic Group of Companies shares in Q4 2025, an estimated $30.4K.
Mowery & Schoenfeld Wealth Management first reported a position in Interpublic Group of Companies in Q4 2024 and held it in 4 quarters.
Mowery & Schoenfeld Wealth Management's Interpublic Group of Companies position peaked at $34.9K in Q4 2024.
4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.