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Destination Wealth Management’s IPG Photonics IPGP Stock Holding History

Destination Wealth Management’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 		$328K Sell
2,800
-8
-0.3% -$919 0.01% 268
2026
Q1 		$322K Buy
2,808
+8
+0.3% +$869 0.01% 250
2025
Q4 		$200K Buy
+2,800
New +$228K 0.01% 284
2018
Q4 		– Sell
-6
Closed -$1K – 613
2018
Q3 		$1K Buy
+6
New +$1.11K ﹤0.01% 644

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

Destination Wealth Management's IPGP Position: Q2 2026 in Review

Destination Wealth Management reduced its IPG Photonics (IPGP) stake by 0.28% in Q2 2026, selling an estimated $919 and leaving 2,800 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #268.

Destination Wealth Management first reported a position in IPGP in Q3 2018 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Destination Wealth Management held 2,800 shares of IPG Photonics worth $328K as of Q2 2026.
  • Destination Wealth Management sold 8 IPG Photonics shares in Q2 2026, an estimated $919.
  • IPG Photonics made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Destination Wealth Management first reported a position in IPG Photonics in Q3 2018 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.