PMG
IPG

ProVise Management Group’s Interpublic Group of Companies IPG Stock Holding History

ProVise Management Group’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
Q3 		– Sell
-8,613
Closed -$211K – 264
2025
Q2 		$211K Buy
8,613
+68
+0.8% +$1.65K 0.02% 242
2025
Q1 		$232K Sell
8,545
-805
-9% -$22.1K 0.02% 232
2024
Q4 		$262K Sell
9,350
-9,000
-49% -$269K 0.02% 226
2024
Q3 		$580K Sell
18,350
-51
-0.3% -$1.56K 0.05% 177
2024
Q2 		$535K Hold
18,401
– – 0.05% 173
2024
Q1 		$600K Sell
18,401
-48
-0.3% -$1.55K 0.05% 177
2023
Q4 		$602K Hold
18,449
– – 0.05% 204
2023
Q3 		$529K Sell
18,449
-99
-0.5% -$3.3K 0.05% 213
2023
Q2 		$716K Hold
18,548
– – 0.06% 199
2023
Q1 		$691K Buy
18,548
+5
+0% +$180 0.07% 195
2022
Q4 		$618K Hold
18,543
– – 0.06% 192
2022
Q3 		$475K Sell
18,543
-468
-2% -$13.3K 0.05% 205
2022
Q2 		$523K Hold
19,011
– – 0.06% 200
2022
Q1 		$674K Sell
19,011
-202
-1% -$7.28K 0.06% 202
2021
Q4 		$720K Sell
19,213
-173
-0.9% -$6.29K 0.07% 215
2021
Q3 		$711K Sell
19,386
-1,970
-9% -$70.5K 0.07% 206
2021
Q2 		$694K Buy
21,356
+82
+0.4% +$2.62K 0.07% 206
2021
Q1 		$621K Buy
21,274
+34
+0.2% +$897 0.07% 202
2020
Q4 		$500K Buy
21,240
+825
+4% +$17.3K 0.06% 208
2020
Q3 		$340K Buy
20,415
+2,120
+12% +$37.8K 0.05% 225
2020
Q2 		$314K Hold
18,295
– – 0.05% 226
2020
Q1 		$296K Hold
18,295
– – 0.05% 217
2019
Q4 		$423K Sell
18,295
-205
-1% -$4.51K 0.05% 216
2019
Q3 		$399K Buy
18,500
+2,120
+13% +$45.8K 0.05% 218
2019
Q2 		$370K Buy
16,380
+4,000
+32% +$88.9K 0.05% 232
2019
Q1 		$260K Buy
+12,380
New +$276K 0.04% 251

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ProVise Management Group's IPG Position: Q3 2025 in Review

ProVise Management Group sold out of Interpublic Group of Companies (IPG) in Q3 2025, closing a stake of 8,613 shares — an estimated $211K sold.

ProVise Management Group first reported a position in IPG in Q1 2019 and held it in 26 quarters. The position peaked at $720K in Q4 2021. 640 funds tracked by Wall St. Rank hold IPG as of Q3 2025.

  • ProVise Management Group reported no remaining Interpublic Group of Companies position as of Q3 2025 after selling out during the quarter.
  • ProVise Management Group sold 8,613 Interpublic Group of Companies shares in Q3 2025, an estimated $211K.
  • ProVise Management Group first reported a position in Interpublic Group of Companies in Q1 2019 and held it in 26 quarters.
  • ProVise Management Group's Interpublic Group of Companies position peaked at $720K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2025.

Based on ProVise Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.