Clearstead Advisors’s IPG Photonics IPGP Stock Holding History

Clearstead 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
2026 Q1	–	Sell	-98	Closed	-$7.02K	–	2549
2025 Q4	$7.02K	Buy	98 +49	+100%	+$4K	﹤0.01%	1957
2025 Q3	$3.88K	Buy	49 +13	+36%	+$1.02K	﹤0.01%	2253
2025 Q2	$2.47K	Sell	36 -83	-70%	-$5.18K	﹤0.01%	2281
2025 Q1	$7.51K	Buy	+119	New	+$8K	﹤0.01%	1681
2023 Q3	–	Sell	-13	Closed	-$1.77K	–	1541
2023 Q2	$1.77K	Buy	+13	New	+$1.53K	﹤0.01%	1180
2022 Q3	–	Sell	-95	Closed	-$9K	–	1302
2022 Q2	$9K	Sell	95 -11	-10%	-$1.09K	﹤0.01%	933
2022 Q1	$12K	Sell	106 -55	-34%	-$7.56K	﹤0.01%	964
2021 Q4	$28K	Sell	161 -7	-4%	-$1.16K	﹤0.01%	749
2021 Q3	$27K	Hold	168	–	–	﹤0.01%	724
2021 Q2	$35K	Sell	168 -25	-13%	-$5.26K	﹤0.01%	614
2021 Q1	$41K	Buy	193 +32	+20%	+$7.27K	﹤0.01%	571
2020 Q4	$36K	Hold	161	–	–	﹤0.01%	556
2020 Q3	$27K	Hold	161	–	–	﹤0.01%	551
2020 Q2	$26K	Hold	161	–	–	﹤0.01%	503
2020 Q1	$18K	Buy	+161	New	+$21.1K	﹤0.01%	511

Other funds holding IPGP

First Eagle Investment Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

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

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return