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 Q1	–	Sell	-5,780	Closed	-$418K	–	2939
2025 Q4	$418K	Buy	+5,780	New	+$472K	﹤0.01%	2414

Other funds holding IPGP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

WHG

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

Corient Private Wealth's IPGP Position: Q1 2026 in Review

Corient Private Wealth sold out of IPG Photonics (IPGP) in Q1 2026, closing a stake of 5,780 shares — an estimated $418K sold.

Corient Private Wealth first reported a position in IPGP in Q4 2025 and held it in 1 quarter. The position peaked at $418K in Q4 2025. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

Corient Private Wealth reported no remaining IPG Photonics position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 5,780 IPG Photonics shares in Q1 2026, an estimated $418K.
Corient Private Wealth first reported a position in IPG Photonics in Q4 2025 and held it in 1 quarter.
Corient Private Wealth's IPG Photonics position peaked at $418K in Q4 2025.
335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.