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CarsonAllaria Wealth Management’s IPG Photonics IPGP Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-20
Closed -$1.37K – 202
2025
Q2 		$1.37K Sell
20
-22
-52% -$1.37K ﹤0.01% 333
2025
Q1 		$2.65K Buy
42
+20
+91% +$1.34K ﹤0.01% 315
2024
Q4 		$1.6K Hold
22
– – ﹤0.01% 317
2024
Q3 		$1.64K Hold
22
– – ﹤0.01% 346
2024
Q2 		$1.86K Buy
+22
New +$1.9K ﹤0.01% 329

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CarsonAllaria Wealth Management's IPGP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of IPG Photonics (IPGP) in Q3 2025, closing a stake of 20 shares — an estimated $1.37K sold.

CarsonAllaria Wealth Management first reported a position in IPGP in Q2 2024 and held it in 5 quarters. The position peaked at $2.65K in Q1 2025. 289 funds tracked by Wall St. Rank hold IPGP as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining IPG Photonics position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 20 IPG Photonics shares in Q3 2025, an estimated $1.37K.
  • CarsonAllaria Wealth Management first reported a position in IPG Photonics in Q2 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's IPG Photonics position peaked at $2.65K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.