Avion Wealth’s IPG Photonics IPGP Stock Holding History

Avion Wealth’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	$1K	Hold	9	–	–	﹤0.01%	1267
2026 Q1	$1K	Hold	9	–	–	﹤0.01%	1061
2025 Q4	$0	Hold	9	–	–	﹤0.01%	1414
2025 Q3	$0	Hold	9	–	–	﹤0.01%	1377
2025 Q2	$0	Buy	+9	New	+$561	﹤0.01%	1386

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avion Wealth's IPGP Position: Q2 2026 in Review

Avion Wealth held its IPG Photonics (IPGP) position steady in Q2 2026 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Avion Wealth first reported a position in IPGP in Q2 2025 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Avion Wealth held 9 shares of IPG Photonics worth $1K as of Q2 2026.
Avion Wealth left its IPG Photonics share count unchanged in Q2 2026.
IPG Photonics made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1267 holding.
Avion Wealth first reported a position in IPG Photonics in Q2 2025 and has held it in 5 quarters since.
358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.