JWA
IPGP icon

JFS Wealth Advisors’s IPG Photonics IPGP Stock Holding History

JFS 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 		$4.22K Hold
36
– – ﹤0.01% 1341
2026
Q1 		$4.13K Buy
36
+3
+9% +$326 ﹤0.01% 1263
2025
Q4 		$2.36K Buy
33
+16
+94% +$1.31K ﹤0.01% 1495
2025
Q3 		$1.35K Hold
17
– – ﹤0.01% 1543
2025
Q2 		$1.17K Buy
17
+1
+6% +$62 ﹤0.01% 1531
2025
Q1 		$1.01K Buy
16
+13
+433% +$874 ﹤0.01% 1641
2024
Q4 		$219 Hold
3
– – ﹤0.01% 1844
2024
Q3 		$223 Sell
3
-19
-86% -$1.42K ﹤0.01% 1858
2024
Q2 		$1.86K Hold
22
– – ﹤0.01% 1460
2024
Q1 		$2K Buy
22
+2
+10% +$188 ﹤0.01% 1438
2023
Q4 		$2.17K Sell
20
-4
-17% -$387 ﹤0.01% 1397
2023
Q3 		$2.44K Sell
24
-8
-25% -$903 ﹤0.01% 1284
2023
Q2 		$4.35K Sell
32
-3
-9% -$353 ﹤0.01% 1065
2023
Q1 		$4.32K Buy
35
+8
+30% +$927 ﹤0.01% 1056
2022
Q4 		$2.56K Sell
27
-6
-18% -$538 ﹤0.01% 1275
2022
Q3 		$3K Sell
33
-8
-20% -$760 ﹤0.01% 1188
2022
Q2 		$4K Buy
41
+32
+356% +$3.16K ﹤0.01% 1082
2022
Q1 		$1K Sell
9
-1
-10% -$137 ﹤0.01% 1655
2021
Q4 		$2K Buy
+10
New +$1.65K ﹤0.01% 1092

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

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

JFS Wealth Advisors held its IPG Photonics (IPGP) position steady in Q2 2026 at 36 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

JFS Wealth Advisors first reported a position in IPGP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.35K in Q2 2023. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • JFS Wealth Advisors held 36 shares of IPG Photonics worth $4.22K as of Q2 2026.
  • JFS Wealth Advisors left its IPG Photonics share count unchanged in Q2 2026.
  • IPG Photonics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1341 holding.
  • JFS Wealth Advisors first reported a position in IPG Photonics in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's IPG Photonics position peaked at $4.35K in Q2 2023.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.