SWM
IPG

Sendero Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Sendero 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
Q3 		– Sell
-10,297
Closed -$252K – 193
2025
Q2 		$252K Buy
10,297
+1,425
+16% +$34.7K 0.03% 178
2025
Q1 		$241K Buy
8,872
+320
+4% +$8.78K 0.03% 169
2024
Q4 		$240K Sell
8,552
-19,496
-70% -$582K 0.04% 156
2024
Q3 		$887K Buy
28,048
+615
+2% +$18.9K 0.14% 90
2024
Q2 		$798K Sell
27,433
-515
-2% -$15.9K 0.13% 89
2024
Q1 		$912K Hold
27,948
– – 0.16% 87
2023
Q4 		$912K Buy
27,948
+1,890
+7% +$56.9K 0.17% 88
2023
Q3 		$747K Buy
26,058
+2,475
+10% +$82.6K 0.16% 85
2023
Q2 		$910K Buy
23,583
+403
+2% +$15.2K 0.2% 79
2023
Q1 		$863K Buy
23,180
+800
+4% +$28.8K 0.26% 63
2022
Q4 		$745K Buy
22,380
+5,045
+29% +$156K 0.27% 66
2022
Q3 		$444K Sell
17,335
-5,792
-25% -$164K 0.18% 68
2022
Q2 		$637K Buy
23,127
+2,665
+13% +$84.6K 0.61% 41
2022
Q1 		$678K Buy
20,462
+3,335
+19% +$120K 0.31% 41
2021
Q4 		$641K Buy
+17,127
New +$623K 0.28% 46

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

Sendero Wealth Management's IPG Position: Q3 2025 in Review

Sendero Wealth Management sold out of Interpublic Group of Companies (IPG) in Q3 2025, closing a stake of 10,297 shares — an estimated $252K sold.

Sendero Wealth Management first reported a position in IPG in Q4 2021 and held it in 15 quarters. The position peaked at $912K in Q4 2023. 640 funds tracked by Wall St. Rank hold IPG as of Q3 2025.

  • Sendero Wealth Management reported no remaining Interpublic Group of Companies position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 10,297 Interpublic Group of Companies shares in Q3 2025, an estimated $252K.
  • Sendero Wealth Management first reported a position in Interpublic Group of Companies in Q4 2021 and held it in 15 quarters.
  • Sendero Wealth Management's Interpublic Group of Companies position peaked at $912K in Q4 2023.
  • 640 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.