Evergreen Advisors’s IPG Photonics IPGP Stock Holding History

Evergreen Advisors’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	–	Sell	-11	Closed	-$1.26K	–	97
2026 Q1	$1.26K	Buy	+11	New	+$1.2K	﹤0.01%	149

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

Evergreen Advisors's IPGP Position: Q2 2026 in Review

Evergreen Advisors sold out of IPG Photonics (IPGP) in Q2 2026, closing a stake of 11 shares — an estimated $1.26K sold.

Evergreen Advisors first reported a position in IPGP in Q1 2026 and held it in 1 quarter. The position peaked at $1.26K in Q1 2026. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Evergreen Advisors reported no remaining IPG Photonics position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 11 IPG Photonics shares in Q2 2026, an estimated $1.26K.
Evergreen Advisors first reported a position in IPG Photonics in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's IPG Photonics position peaked at $1.26K in Q1 2026.
358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.