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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
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 $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

Integrated Wealth Concepts's IPGP Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its IPG Photonics (IPGP) stake by 62% in Q1 2026, selling an estimated $323K and leaving 1,816 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Integrated Wealth Concepts first reported a position in IPGP in Q4 2025 and has held it in 2 quarters since. The position peaked at $343K in Q4 2025. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Integrated Wealth Concepts held 1,816 shares of IPG Photonics worth $208K as of Q1 2026.
  • Integrated Wealth Concepts sold 2,979 IPG Photonics shares in Q1 2026, an estimated $323K.
  • IPG Photonics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2091 holding.
  • Integrated Wealth Concepts first reported a position in IPG Photonics in Q4 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's IPG Photonics position peaked at $343K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.