DiNuzzo Private Wealth’s IPG Photonics IPGP Stock Holding History

DiNuzzo 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	$822	Sell	7 -2	-22%	-$230	﹤0.01%	961
2026 Q1	$1.03K	Hold	9	–	–	﹤0.01%	861
2025 Q4	$645	Buy	9 +2	+29%	+$163	﹤0.01%	1012
2025 Q3	$573	Buy	7 +1	+17%	+$78	﹤0.01%	1055
2025 Q2	$412	Buy	6 +4	+200%	+$250	﹤0.01%	1117
2025 Q1	$127	Sell	2 -2	-50%	-$134	﹤0.01%	1282
2024 Q4	$291	Hold	4	–	–	﹤0.01%	1216
2024 Q3	$298	Sell	4 -2	-33%	-$150	﹤0.01%	1244
2024 Q2	$507	Buy	6 +1	+20%	+$86	﹤0.01%	1034
2024 Q1	$454	Sell	5 -1	-17%	-$94	﹤0.01%	1008
2023 Q4	$652	Buy	+6	New	+$581	﹤0.01%	879

Other funds holding IPGP

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return