KF
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Krilogy Financial’s IPG Photonics IPGP Stock Holding History

Krilogy Financial’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 		$294K Buy
2,502
+299
+14% +$34.4K 0.01% 827
2026
Q1 		$266K Buy
+2,203
New +$239K 0.01% 791
2018
Q4 		– Sell
-100
Closed -$16K – 388
2018
Q3 		$16K Buy
+100
New +$18.6K ﹤0.01% 462

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

Krilogy Financial's IPGP Position: Q2 2026 in Review

Krilogy Financial increased its IPG Photonics (IPGP) stake by 14% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,502 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #827.

Krilogy Financial first reported a position in IPGP in Q3 2018 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Krilogy Financial held 2,502 shares of IPG Photonics worth $294K as of Q2 2026.
  • Krilogy Financial bought 299 IPG Photonics shares in Q2 2026, an estimated $34.4K.
  • IPG Photonics made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #827 holding.
  • Krilogy Financial first reported a position in IPG Photonics in Q3 2018 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.