Principia Wealth Advisory’s Interpublic Group of Companies IPG Stock Holding History

Principia Wealth Advisory’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	-5	Closed	-$140	–	1028
2025 Q3	$140	Buy	+5	New	+$129	﹤0.01%	906
2025 Q2	–	Sell	-13	Closed	-$325	–	976
2025 Q1	$325	Buy	13 +4	+44%	+$110	﹤0.01%	679
2024 Q4	$252	Buy	+9	New	+$269	﹤0.01%	697

Other funds holding IPG

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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

Principia Wealth Advisory's IPG Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 5 shares — an estimated $140 sold.

Principia Wealth Advisory first reported a position in IPG in Q4 2024 and held it in 3 quarters. The position peaked at $325 in Q1 2025. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

Principia Wealth Advisory reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
Principia Wealth Advisory sold 5 Interpublic Group of Companies shares in Q4 2025, an estimated $140.
Principia Wealth Advisory first reported a position in Interpublic Group of Companies in Q4 2024 and held it in 3 quarters.
Principia Wealth Advisory's Interpublic Group of Companies position peaked at $325 in Q1 2025.
4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.