WAS
RACE icon

WESPAC Advisors SoCal’s Ferrari RACE Stock Holding History

WESPAC Advisors SoCal’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,470
Closed -$1.28M – 122
2025
Q4 		$1.28M Sell
3,470
-1,155
-25% -$462K 0.26% 66
2025
Q3 		$2.24M Sell
4,625
-10
-0.2% -$4.79K 0.46% 55
2025
Q2 		$2.27M Sell
4,635
-38
-0.8% -$17.7K 0.51% 53
2025
Q1 		$2M Buy
4,673
+1,081
+30% +$486K 0.52% 47
2024
Q4 		$1.53M Buy
3,592
+149
+4% +$67.2K 0.35% 59
2024
Q3 		$1.62M Buy
3,443
+182
+6% +$81.6K 0.37% 56
2024
Q2 		$1.33M Buy
3,261
+257
+9% +$107K 0.33% 52
2024
Q1 		$1.31M Buy
3,004
+1,029
+52% +$399K 0.34% 50
2023
Q4 		$668K Buy
+1,975
New +$659K 0.19% 64

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return