Emerald Mutual Fund Advisers Trust’s IPG Photonics IPGP Stock Holding History

Emerald Mutual Fund Advisers 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	$24.7M	Buy	210,791 +18,334	+10%	+$2.11M	0.87%	42
2026 Q1	$22.1M	Buy	192,457 +70,232	+57%	+$7.63M	1.07%	26
2025 Q4	$8.75M	Buy	122,225 +38,309	+46%	+$3.13M	0.43%	96
2025 Q3	$6.65M	Buy	+83,916	New	+$6.56M	0.34%	100
2024 Q1	–	Sell	-57,957	Closed	-$6.29M	–	246
2023 Q4	$6.29M	Sell	57,957 -11,475	-17%	-$1.11M	0.33%	101
2023 Q3	$7.05M	Hold	69,432	–	–	0.43%	94
2023 Q2	$9.43M	Hold	69,432	–	–	0.51%	84
2023 Q1	$8.56M	Buy	69,432 +27,651	+66%	+$3.2M	0.51%	85
2022 Q4	$3.96M	Buy	+41,781	New	+$3.75M	0.25%	105
2018 Q2	–	Sell	-106,271	Closed	-$24.8M	–	248
2018 Q1	$24.8M	Sell	106,271 -20,791	-16%	-$5.13M	0.97%	19
2017 Q4	$27.2M	Sell	127,062 -388	-0.3%	-$82.4K	1.08%	20
2017 Q3	$23.6M	Sell	127,450 -279	-0.2%	-$46.3K	0.98%	24
2017 Q2	$18.5M	Buy	127,729 +169	+0.1%	+$22.7K	0.81%	43
2017 Q1	$15.4M	Buy	127,560 +1,146	+0.9%	+$130K	0.7%	48
2016 Q4	$12.5M	Hold	126,414	–	–	0.59%	61
2016 Q3	$10.4M	Sell	126,414 -27,579	-18%	-$2.3M	0.53%	76
2016 Q2	$12.3M	Buy	153,993 +7,805	+5%	+$686K	0.69%	52
2016 Q1	$14M	Sell	146,188 -3,200	-2%	-$271K	0.79%	46
2015 Q4	$13.3M	Sell	149,388 -8,891	-6%	-$762K	0.7%	56
2015 Q3	$12M	Buy	158,279 +89	+0.1%	+$7.54K	0.79%	46
2015 Q2	$13.5M	Sell	158,190 -21,821	-12%	-$2.05M	1.04%	29
2015 Q1	$16.7M	Buy	180,011 +11,555	+7%	+$997K	1.37%	13
2014 Q4	$12.6M	Buy	168,456 +99	+0.1%	+$7.04K	1.1%	29
2014 Q3	$11.6M	Buy	168,357 +41,807	+33%	+$2.82M	1.11%	27
2014 Q2	$8.71M	Buy	126,550 +12,880	+11%	+$868K	0.8%	46
2014 Q1	$8.08M	Buy	113,670 +24,320	+27%	+$1.71M	0.77%	49
2013 Q4	$6.93M	Sell	89,350 -840	-0.9%	-$57.1K	0.87%	44
2013 Q3	$5.08M	Buy	90,190 +13,430	+17%	+$786K	0.7%	57
2013 Q2	$4.66M	Buy	+76,760	New	+$4.69M	0.79%	45

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's IPGP Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust increased its IPG Photonics (IPGP) stake by 9.5% in Q2 2026, buying an estimated $2.11M and bringing the position to 210,791 shares worth $24.7M. The position accounts for 0.87% of the portfolio, ranked #42.

Emerald Mutual Fund Advisers Trust first reported a position in IPGP in Q2 2013 and has held it in 29 quarters since. The position peaked at $27.2M in Q4 2017. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 210,791 shares of IPG Photonics worth $24.7M as of Q2 2026.
Emerald Mutual Fund Advisers Trust bought 18,334 IPG Photonics shares in Q2 2026, an estimated $2.11M.
IPG Photonics made up 0.87% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #42 holding.
Emerald Mutual Fund Advisers Trust first reported a position in IPG Photonics in Q2 2013 and has held it in 29 quarters since.
Emerald Mutual Fund Advisers Trust's IPG Photonics position peaked at $27.2M in Q4 2017.
359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.