Edgestream Partners’s IPG Photonics IPGP Stock Holding History

Edgestream Partners’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
2025 Q4	–	Sell	-47,074	Closed	-$3.73M	–	1045
2025 Q3	$3.73M	Buy	+47,074	New	+$3.68M	0.11%	356
2025 Q2	–	Sell	-38,449	Closed	-$2.43M	–	947
2025 Q1	$2.43M	Buy	38,449 +18,490	+93%	+$1.24M	0.08%	437
2024 Q4	$1.45M	Sell	19,959 -2,494	-11%	-$192K	0.06%	478
2024 Q3	$1.67M	Buy	22,453 +18,470	+464%	+$1.38M	0.07%	453
2024 Q2	$336K	Sell	3,983 -36,429	-90%	-$3.15M	0.02%	726
2024 Q1	$3.66M	Buy	+40,412	New	+$3.8M	0.18%	186
2023 Q4	–	Sell	-7,511	Closed	-$763K	–	944
2023 Q3	$763K	Buy	7,511 +2,661	+55%	+$300K	0.06%	480
2023 Q2	$659K	Buy	+4,850	New	+$571K	0.06%	468
2022 Q2	–	Sell	-21,371	Closed	-$2.35M	–	567
2022 Q1	$2.35M	Buy	+21,371	New	+$2.94M	0.19%	183
2021 Q4	–	Sell	-13,025	Closed	-$2.06M	–	526
2021 Q3	$2.06M	Buy	13,025 +471	+4%	+$86.5K	0.13%	235
2021 Q2	$2.65M	Buy	+12,554	New	+$2.64M	0.16%	195

Other funds holding IPGP

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B 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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return