Atria Investments’s IPG Photonics IPGP Stock Holding History

Atria Investments’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	$717K	Buy	6,255 +1,835	+42%	+$199K	0.01%	1253
2025 Q4	$316K	Buy	4,420 +616	+16%	+$50.3K	﹤0.01%	1716
2025 Q3	$301K	Buy	+3,804	New	+$297K	﹤0.01%	1718
2024 Q3	–	Sell	-2,544	Closed	-$215K	–	1973
2024 Q2	$215K	Buy	+2,544	New	+$220K	﹤0.01%	1781
2018 Q4	–	Sell	-1,999	Closed	-$312K	–	953
2018 Q3	$312K	Sell	1,999 -3,494	-64%	-$648K	0.01%	758
2018 Q2	$1.21M	Buy	5,493 +793	+17%	+$187K	0.05%	337
2018 Q1	$1.1M	Sell	4,700 -28	-0.6%	-$6.91K	0.05%	333
2017 Q4	$1.01M	Sell	4,728 -285	-6%	-$60.5K	0.05%	337
2017 Q3	$928K	Buy	5,013 +209	+4%	+$34.7K	0.05%	327
2017 Q2	$697K	Sell	4,804 -217	-4%	-$29.1K	0.04%	359
2017 Q1	$606K	Buy	5,021 +1,058	+27%	+$120K	0.04%	357
2016 Q4	$391K	Buy	3,963 +1,121	+39%	+$105K	0.03%	394
2016 Q3	$234K	Buy	+2,842	New	+$237K	0.02%	466

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

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

Atria Investments's IPGP Position: Q1 2026 in Review

Atria Investments increased its IPG Photonics (IPGP) stake by 42% in Q1 2026, buying an estimated $199K and bringing the position to 6,255 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #1253.

Atria Investments first reported a position in IPGP in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.21M in Q2 2018. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

Atria Investments held 6,255 shares of IPG Photonics worth $717K as of Q1 2026.
Atria Investments bought 1,835 IPG Photonics shares in Q1 2026, an estimated $199K.
IPG Photonics made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1253 holding.
Atria Investments first reported a position in IPG Photonics in Q3 2016 and has held it in 13 quarters since.
Atria Investments's IPG Photonics position peaked at $1.21M in Q2 2018.
335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.