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Bell Investment Advisors’s IPG Photonics IPGP Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-6
Closed -$476 – 1867
2025
Q3 		$476 Hold
6
– – ﹤0.01% 1781
2025
Q2 		$412 Sell
6
-8
-57% -$499 ﹤0.01% 1800
2025
Q1 		$884 Buy
14
+8
+133% +$538 ﹤0.01% 1589
2024
Q4 		$437 Hold
6
– – ﹤0.01% 1815
2024
Q3 		$446 Sell
6
-34
-85% -$2.54K ﹤0.01% 1802
2024
Q2 		$3.38K Sell
40
-35
-47% -$3.02K ﹤0.01% 1117
2024
Q1 		$6.8K Buy
75
+59
+369% +$5.54K ﹤0.01% 758
2023
Q4 		$1.74K Sell
16
-35
-69% -$3.39K ﹤0.01% 1391
2023
Q3 		$5.18K Buy
51
+6
+13% +$677 ﹤0.01% 793
2023
Q2 		$6.11K Buy
45
+4
+10% +$471 ﹤0.01% 713
2023
Q1 		$5.06K Hold
41
– – ﹤0.01% 786
2022
Q4 		$3.88K Buy
41
+3
+8% +$269 ﹤0.01% 936
2022
Q3 		$3K Sell
38
-13
-25% -$1.24K ﹤0.01% 922
2022
Q2 		$5K Buy
+51
New +$5.04K ﹤0.01% 704
2021
Q4 		$2K Sell
11
-1
-8% -$165 ﹤0.01% 1160
2021
Q3 		$2K Buy
+12
New +$2.21K ﹤0.01% 1087

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bell Investment Advisors's IPGP Position: Q4 2025 in Review

Bell Investment Advisors sold out of IPG Photonics (IPGP) in Q4 2025, closing a stake of 6 shares — an estimated $476 sold.

Bell Investment Advisors first reported a position in IPGP in Q3 2021 and held it in 16 quarters. The position peaked at $6.8K in Q1 2024. 298 funds tracked by Wall St. Rank hold IPGP as of Q4 2025.

  • Bell Investment Advisors reported no remaining IPG Photonics position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 6 IPG Photonics shares in Q4 2025, an estimated $476.
  • Bell Investment Advisors first reported a position in IPG Photonics in Q3 2021 and held it in 16 quarters.
  • Bell Investment Advisors's IPG Photonics position peaked at $6.8K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.