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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
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 Sell
113,670
-70,030
-38% -$4.92M 0.77% 49
2013
Q4 		$13.5M Buy
183,700
+93,510
+104% +$6.36M 0.81% 45
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's IPGP Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust increased its IPG Photonics (IPGP) stake by 57% in Q1 2026, buying an estimated $7.63M and bringing the position to 192,457 shares worth $22.1M. The position accounts for 1.07% of the portfolio, ranked #26.

Emerald Mutual Fund Advisers Trust first reported a position in IPGP in Q2 2013 and has held it in 28 quarters since. The position peaked at $27.2M in Q4 2017. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Emerald Mutual Fund Advisers Trust held 192,457 shares of IPG Photonics worth $22.1M as of Q1 2026.
  • Emerald Mutual Fund Advisers Trust bought 70,232 IPG Photonics shares in Q1 2026, an estimated $7.63M.
  • IPG Photonics made up 1.07% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #26 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in IPG Photonics in Q2 2013 and has held it in 28 quarters since.
  • Emerald Mutual Fund Advisers Trust's IPG Photonics position peaked at $27.2M in Q4 2017.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.