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Clearstead Trust’s IPG Photonics IPGP Stock Holding History

Clearstead Trust’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 		$10.2K Hold
87
– – ﹤0.01% 619
2026
Q1 		$9.97K Buy
87
+3
+4% +$326 ﹤0.01% 585
2025
Q4 		$6.01K Hold
84
– – ﹤0.01% 719
2025
Q3 		$6.65K Hold
84
– – ﹤0.01% 691
2025
Q2 		$5.77K Buy
84
+53
+171% +$3.31K ﹤0.01% 719
2025
Q1 		$1.96K Buy
+31
New +$2.08K ﹤0.01% 763
2023
Q3 		– Sell
-38
Closed -$5.16K – 452
2023
Q2 		$5.16K Sell
38
-57
-60% -$6.72K ﹤0.01% 332
2023
Q1 		$11.7K Hold
95
– – ﹤0.01% 292
2022
Q4 		$9K Hold
95
– – ﹤0.01% 313
2022
Q3 		$8K Buy
+95
New +$9.03K ﹤0.01% 300

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

Clearstead Trust's IPGP Position: Q2 2026 in Review

Clearstead Trust held its IPG Photonics (IPGP) position steady in Q2 2026 at 87 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Clearstead Trust first reported a position in IPGP in Q3 2022 and has held it in 10 quarters since. The position peaked at $11.7K in Q1 2023. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Clearstead Trust held 87 shares of IPG Photonics worth $10.2K as of Q2 2026.
  • Clearstead Trust left its IPG Photonics share count unchanged in Q2 2026.
  • IPG Photonics made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #619 holding.
  • Clearstead Trust first reported a position in IPG Photonics in Q3 2022 and has held it in 10 quarters since.
  • Clearstead Trust's IPG Photonics position peaked at $11.7K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

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