Root Financial Partners’s Interpublic Group of Companies IPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-493
Closed -$13.8K 2483
2025
Q3
$13.8K Buy
+493
New +$12.7K ﹤0.01% 1301

Other funds holding IPG

Root Financial Partners's IPG Position: Q4 2025 in Review

Root Financial Partners sold out of Interpublic Group of Companies (IPG) in Q4 2025, closing a stake of 493 shares — an estimated $13.8K sold.

Root Financial Partners first reported a position in IPG in Q3 2025 and held it in 1 quarter. The position peaked at $13.8K in Q3 2025. 4 funds tracked by Wall St. Rank hold IPG as of Q4 2025.

  • Root Financial Partners reported no remaining Interpublic Group of Companies position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 493 Interpublic Group of Companies shares in Q4 2025, an estimated $13.8K.
  • Root Financial Partners first reported a position in Interpublic Group of Companies in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Interpublic Group of Companies position peaked at $13.8K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.