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Cassaday & Co Wealth Management’s IPG Photonics IPGP Stock Holding History

Cassaday & Co 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
2026
Q2 		$3.99K Hold
34
– – ﹤0.01% 976
2026
Q1 		$3.9K Buy
+34
New +$3.69K ﹤0.01% 1008

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

Cassaday & Co Wealth Management's IPGP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its IPG Photonics (IPGP) position steady in Q2 2026 at 34 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Cassaday & Co Wealth Management first reported a position in IPGP in Q1 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Cassaday & Co Wealth Management held 34 shares of IPG Photonics worth $3.99K as of Q2 2026.
  • Cassaday & Co Wealth Management left its IPG Photonics share count unchanged in Q2 2026.
  • IPG Photonics made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #976 holding.
  • Cassaday & Co Wealth Management first reported a position in IPG Photonics in Q1 2026 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.