Creative Planning
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Creative Planning’s IPG Photonics IPGP Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-100
Closed -$3K – 2118
2018
Q1 		$3K Buy
+100
New +$24.7K ﹤0.01% 1971

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

Creative Planning's IPGP Position: Q2 2026 in Review

Creative Planning increased its IPG Photonics (IPGP) stake by 2.8% in Q2 2026, buying an estimated $58.6K and bringing the position to 18,470 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Creative Planning first reported a position in IPGP in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.55M in Q3 2017. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Creative Planning held 18,470 shares of IPG Photonics worth $2.17M as of Q2 2026.
  • Creative Planning bought 510 IPG Photonics shares in Q2 2026, an estimated $58.6K.
  • IPG Photonics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2023 holding.
  • Creative Planning first reported a position in IPG Photonics in Q2 2013 and has held it in 50 quarters since.
  • Creative Planning's IPG Photonics position peaked at $2.55M in Q3 2017.
  • 359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.