AF
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Allworth Financial’s IPG Photonics IPGP Stock Holding History

Allworth Financial’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
Q1 		$160K Sell
1,398
-5
-0.4% -$543 ﹤0.01% 1535
2025
Q4 		$100K Sell
1,403
-46
-3% -$3.75K ﹤0.01% 1752
2025
Q3 		$115K Buy
1,449
+134
+10% +$10.5K ﹤0.01% 1610
2025
Q2 		$90.3K Buy
1,315
+860
+189% +$53.6K ﹤0.01% 1601
2025
Q1 		$26.4K Buy
455
+97
+27% +$6.52K ﹤0.01% 1912
2024
Q4 		$27.9K Sell
358
-35
-9% -$2.69K ﹤0.01% 1894
2024
Q3 		$29.2K Sell
393
-15
-4% -$1.12K ﹤0.01% 1675
2024
Q2 		$35.9K Buy
408
+65
+19% +$5.62K ﹤0.01% 1534
2024
Q1 		$31.1K Sell
343
-5
-1% -$470 ﹤0.01% 1521
2023
Q4 		$37.8K Buy
348
+9
+3% +$872 ﹤0.01% 1307
2023
Q3 		$34.4K Buy
339
+12
+4% +$1.35K ﹤0.01% 1261
2023
Q2 		$44.4K Sell
327
-41
-11% -$4.83K ﹤0.01% 1164
2023
Q1 		$45.4K Sell
368
-16
-4% -$1.85K ﹤0.01% 1103
2022
Q4 		$36.4K Buy
384
+13
+4% +$1.17K ﹤0.01% 1138
2022
Q3 		$31K Sell
371
-163
-31% -$15.5K ﹤0.01% 1124
2022
Q2 		$50K Buy
534
+43
+9% +$4.25K ﹤0.01% 902
2022
Q1 		$54K Sell
491
-57
-10% -$7.84K ﹤0.01% 861
2021
Q4 		$94K Buy
+548
New +$90.5K ﹤0.01% 691
2018
Q3 		– Sell
-2
Closed – – 940
2018
Q2 		$0 Buy
+2
New +$472 ﹤0.01% 980

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return