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EverSource Wealth Advisors’s IPG Photonics IPGP Stock Holding History

EverSource Wealth 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 		$82.6K Sell
704
-211
-23% -$24.2K ﹤0.01% 1480
2026
Q1 		$105K Buy
915
+133
+17% +$14.4K ﹤0.01% 1401
2025
Q4 		$56K Sell
782
-27
-3% -$2.2K ﹤0.01% 1671
2025
Q3 		$64.1K Buy
809
+65
+9% +$5.08K ﹤0.01% 1528
2025
Q2 		$51.1K Buy
744
+578
+348% +$36.1K ﹤0.01% 1599
2025
Q1 		$10.5K Buy
166
+139
+515% +$9.34K ﹤0.01% 2084
2024
Q4 		$1.96K Sell
27
-4
-13% -$307 ﹤0.01% 2713
2024
Q3 		$2.3K Sell
31
-4
-11% -$299 ﹤0.01% 2502
2024
Q2 		$2.81K Sell
35
-229
-87% -$19.8K ﹤0.01% 2435
2024
Q1 		$22.2K Buy
264
+11
+4% +$1.03K ﹤0.01% 1317
2023
Q4 		$27.5K Sell
253
-329
-57% -$31.9K ﹤0.01% 1108
2023
Q3 		$59.1K Buy
582
+10
+2% +$1.13K 0.01% 750
2023
Q2 		$77.7K Sell
572
-207
-27% -$24.4K 0.01% 667
2023
Q1 		$96.1K Hold
779
– – 0.01% 552
2022
Q4 		$73.7K Buy
+779
New +$69.9K 0.01% 612
2022
Q3 		– Sell
-134
Closed -$12K – 2039
2022
Q2 		$12K Buy
134
+98
+272% +$9.69K ﹤0.01% 988
2022
Q1 		$4K Buy
36
+15
+71% +$2.06K ﹤0.01% 1336
2021
Q4 		$4K Buy
+21
New +$3.47K ﹤0.01% 1334

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's IPGP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its IPG Photonics (IPGP) stake by 23% in Q2 2026, selling an estimated $24.2K and leaving 704 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

EverSource Wealth Advisors first reported a position in IPGP in Q4 2021 and has held it in 18 quarters since. The position peaked at $105K in Q1 2026. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • EverSource Wealth Advisors held 704 shares of IPG Photonics worth $82.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 211 IPG Photonics shares in Q2 2026, an estimated $24.2K.
  • IPG Photonics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1480 holding.
  • EverSource Wealth Advisors first reported a position in IPG Photonics in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's IPG Photonics position peaked at $105K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.