L.J. Altfest & Co’s IPG Photonics IPGP Stock Holding History

L.J. Altfest & Co’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	–	Sell	-5,592	Closed	-$641K	–	327
2026 Q1	$641K	Buy	+5,592	New	+$607K	0.07%	194
2025 Q4	–	Sell	-5,342	Closed	-$423K	–	352
2025 Q3	$423K	Buy	+5,342	New	+$417K	0.05%	246
2023 Q4	–	Sell	-4,053	Closed	-$412K	–	316
2023 Q3	$412K	Buy	4,053 +18	+0.4%	+$2.03K	0.07%	203
2023 Q2	$548K	Buy	4,035 +513	+15%	+$60.4K	0.08%	170
2023 Q1	$434K	Buy	+3,522	New	+$408K	0.07%	184
2021 Q3	–	Sell	-1,854	Closed	-$391K	–	267
2021 Q2	$391K	Buy	+1,854	New	+$390K	0.08%	171
2020 Q2	–	Sell	-1,946	Closed	-$215K	–	225
2020 Q1	$215K	Sell	1,946 -116	-6%	-$15.2K	0.07%	174
2019 Q4	$299K	Buy	2,062 +170	+9%	+$23.7K	0.08%	151
2019 Q3	$257K	Buy	1,892 +18	+1%	+$2.38K	0.07%	153
2019 Q2	$289K	Buy	+1,874	New	+$283K	0.08%	142

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

L.J. Altfest & Co's IPGP Position: Q2 2026 in Review

L.J. Altfest & Co sold out of IPG Photonics (IPGP) in Q2 2026, closing a stake of 5,592 shares — an estimated $641K sold.

L.J. Altfest & Co first reported a position in IPGP in Q2 2019 and held it in 10 quarters. The position peaked at $641K in Q1 2026. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

L.J. Altfest & Co reported no remaining IPG Photonics position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 5,592 IPG Photonics shares in Q2 2026, an estimated $641K.
L.J. Altfest & Co first reported a position in IPG Photonics in Q2 2019 and held it in 10 quarters.
L.J. Altfest & Co's IPG Photonics position peaked at $641K in Q1 2026.
359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.