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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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

Creative Planning's IPGP Position: Q1 2026 in Review

Creative Planning increased its IPG Photonics (IPGP) stake by 13% in Q1 2026, buying an estimated $219K and bringing the position to 17,960 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Creative Planning first reported a position in IPGP in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.55M in Q3 2017. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Creative Planning held 17,960 shares of IPG Photonics worth $2.06M as of Q1 2026.
  • Creative Planning bought 2,017 IPG Photonics shares in Q1 2026, an estimated $219K.
  • IPG Photonics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1874 holding.
  • Creative Planning first reported a position in IPG Photonics in Q2 2013 and has held it in 49 quarters since.
  • Creative Planning's IPG Photonics position peaked at $2.55M in Q3 2017.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.