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 Q2	$3.99K	Buy	+34	New	+$3.91K	﹤0.01%	2259
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	–	1497
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 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

Clearstead Advisors's IPGP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in IPG Photonics (IPGP) in Q2 2026: 34 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #2259 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IPGP as recently as Q4 2025.

Clearstead Advisors first reported a position in IPGP in Q1 2020 and has held it in 16 quarters since. The position peaked at $41K in Q1 2021. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Clearstead Advisors held 34 shares of IPG Photonics worth $3.99K as of Q2 2026.
IPG Photonics was a new Clearstead Advisors position in Q2 2026.
IPG Photonics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2259 holding.
Clearstead Advisors first reported a position in IPG Photonics in Q1 2020 and has held it in 16 quarters since.
Clearstead Advisors's IPG Photonics position peaked at $41K in Q1 2021.
358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.