SHF
IPG

Safe Harbor Fiduciary’s Interpublic Group of Companies IPG Stock Holding History

Safe Harbor Fiduciary’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 		$185K Sell
7,560
-1,877
-20% -$45.6K 0.17% 78
2025
Q1 		$256K Hold
9,437
– – 0.27% 64
2024
Q4 		$264K Hold
9,437
– – 0.27% 63
2024
Q3 		$298K Buy
+9,437
New +$290K 0.28% 63

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Safe Harbor Fiduciary's IPG Position: Q2 2025 in Review

Safe Harbor Fiduciary reduced its Interpublic Group of Companies (IPG) stake by 20% in Q2 2025, selling an estimated $45.6K and leaving 7,560 shares worth $185K. The position accounts for 0.17% of the portfolio, ranked #78.

Safe Harbor Fiduciary first reported a position in IPG in Q3 2024 and has held it in 4 quarters since. The position peaked at $298K in Q3 2024. 655 funds tracked by Wall St. Rank hold IPG as of Q2 2025.

  • Safe Harbor Fiduciary held 7,560 shares of Interpublic Group of Companies worth $185K as of Q2 2025.
  • Safe Harbor Fiduciary sold 1,877 Interpublic Group of Companies shares in Q2 2025, an estimated $45.6K.
  • Interpublic Group of Companies made up 0.17% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #78 holding.
  • Safe Harbor Fiduciary first reported a position in Interpublic Group of Companies in Q3 2024 and has held it in 4 quarters since.
  • Safe Harbor Fiduciary's Interpublic Group of Companies position peaked at $298K in Q3 2024.
  • 655 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.