Abound Wealth Management’s IPG Photonics IPGP Stock Holding History

Abound Wealth Management’s Portfolio IPGP Stock Details IPGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Hold	90	–	–	﹤0.01%	464
2026 Q1	$10.3K	Hold	90	–	–	﹤0.01%	540
2025 Q4	$6.44K	Hold	90	–	–	﹤0.01%	608
2025 Q3	$7.13K	Hold	90	–	–	﹤0.01%	567
2025 Q2	$6.18K	Hold	90	–	–	﹤0.01%	530
2025 Q1	$5.68K	Hold	90	–	–	﹤0.01%	508
2024 Q4	$6.54K	Hold	90	–	–	﹤0.01%	477
2024 Q3	$6.69K	Sell	90 -40	-31%	-$2.99K	﹤0.01%	488
2024 Q2	$11K	Hold	130	–	–	﹤0.01%	351
2024 Q1	$11.8K	Hold	130	–	–	﹤0.01%	340
2023 Q4	$14.1K	Hold	130	–	–	0.01%	323
2023 Q3	$13.2K	Hold	130	–	–	0.01%	290
2023 Q2	$17.7K	Hold	130	–	–	0.01%	233
2023 Q1	$16K	Hold	130	–	–	0.01%	233
2022 Q4	$12.3K	Hold	130	–	–	0.01%	236
2022 Q3	$11K	Buy	+130	New	+$12.3K	0.01%	263

Other funds holding IPGP

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return