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Concurrent Investment Advisors’s IPG Photonics IPGP Stock Holding History

Concurrent Investment 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 		– Sell
-35,394
Closed -$4.06M – 2152
2026
Q1 		$4.06M Buy
+35,394
New +$3.84M 0.04% 405

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

Concurrent Investment Advisors's IPGP Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of IPG Photonics (IPGP) in Q2 2026, closing a stake of 35,394 shares — an estimated $4.06M sold.

Concurrent Investment Advisors first reported a position in IPGP in Q1 2026 and held it in 1 quarter. The position peaked at $4.06M in Q1 2026. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining IPG Photonics position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 35,394 IPG Photonics shares in Q2 2026, an estimated $4.06M.
  • Concurrent Investment Advisors first reported a position in IPG Photonics in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's IPG Photonics position peaked at $4.06M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.