AF
IPGP icon

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
Q2 		$167K Buy
1,426
+28
+2% +$3.22K ﹤0.01% 1596
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 – – 939
2018
Q2 		$0 Buy
+2
New +$472 ﹤0.01% 976

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's IPGP Position: Q2 2026 in Review

Allworth Financial increased its IPG Photonics (IPGP) stake by 2% in Q2 2026, buying an estimated $3.22K and bringing the position to 1,426 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Allworth Financial first reported a position in IPGP in Q2 2018 and has held it in 20 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Allworth Financial held 1,426 shares of IPG Photonics worth $167K as of Q2 2026.
  • Allworth Financial bought 28 IPG Photonics shares in Q2 2026, an estimated $3.22K.
  • IPG Photonics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1596 holding.
  • Allworth Financial first reported a position in IPG Photonics in Q2 2018 and has held it in 20 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.