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Diversified Trust’s IPG Photonics IPGP Stock Holding History

Diversified Trust’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 		$344K Buy
+2,930
New +$337K 0.01% 871
2013
Q4 		$1.68M Buy
+21,580
New +$1.47M 0.17% 112

Other funds holding IPGP

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Diversified Trust's IPGP Position: Q2 2026 in Review

Diversified Trust opened a new position in IPG Photonics (IPGP) in Q2 2026: 2,930 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Diversified Trust previously reported a position in IPGP as recently as Q4 2013.

Diversified Trust first reported a position in IPGP in Q4 2013 and has held it in 2 quarters since. The position peaked at $1.68M in Q4 2013. 31 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Diversified Trust held 2,930 shares of IPG Photonics worth $344K as of Q2 2026.
  • IPG Photonics was a new Diversified Trust position in Q2 2026.
  • IPG Photonics made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #871 holding.
  • Diversified Trust first reported a position in IPG Photonics in Q4 2013 and has held it in 2 quarters since.
  • Diversified Trust's IPG Photonics position peaked at $1.68M in Q4 2013.
  • 31 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.