Corient Private Wealth
IPGP icon

Corient Private Wealth’s IPG Photonics IPGP Stock Holding History

Corient Private Wealth’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 		$492K Buy
+4,192
New +$482K ﹤0.01% 2240
2026
Q1 		– Sell
-2,890
Closed -$209K – 2919
2025
Q4 		$209K Buy
+2,890
New +$236K ﹤0.01% 2397

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

Corient Private Wealth's IPGP Position: Q2 2026 in Review

Corient Private Wealth opened a new position in IPG Photonics (IPGP) in Q2 2026: 4,192 shares worth $492K. The stake represents ﹤0.01% of the portfolio and ranks #2240 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in IPGP as recently as Q4 2025.

Corient Private Wealth first reported a position in IPGP in Q4 2025 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Corient Private Wealth held 4,192 shares of IPG Photonics worth $492K as of Q2 2026.
  • IPG Photonics was a new Corient Private Wealth position in Q2 2026.
  • IPG Photonics made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2240 holding.
  • Corient Private Wealth first reported a position in IPG Photonics in Q4 2025 and has held it in 2 quarters since.
  • 359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.