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Integrated Wealth Concepts’s IPG Photonics IPGP Stock Holding History

Integrated Wealth Concepts’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 		$242K Buy
2,062
+246
+14% +$28.3K ﹤0.01% 2118
2026
Q1 		$208K Sell
1,816
-2,979
-62% -$323K ﹤0.01% 2091
2025
Q4 		$343K Buy
+4,795
New +$391K ﹤0.01% 1263

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 $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's IPGP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its IPG Photonics (IPGP) stake by 14% in Q2 2026, buying an estimated $28.3K and bringing the position to 2,062 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Integrated Wealth Concepts first reported a position in IPGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q4 2025. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Integrated Wealth Concepts held 2,062 shares of IPG Photonics worth $242K as of Q2 2026.
  • Integrated Wealth Concepts bought 246 IPG Photonics shares in Q2 2026, an estimated $28.3K.
  • IPG Photonics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2118 holding.
  • Integrated Wealth Concepts first reported a position in IPG Photonics in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's IPG Photonics position peaked at $343K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.