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Legacy Wealth Asset Management’s IPG Photonics IPGP Stock Holding History

Legacy Wealth Asset Management’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
Q3 		– Sell
-1,831
Closed -$215K – 377
2026
Q2 		$215K Sell
1,831
-362
-17% -$41.6K 0.05% 362
2026
Q1 		$251K Buy
+2,193
New +$238K 0.06% 330

Other funds holding IPGP

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Legacy Wealth Asset Management's IPGP Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of IPG Photonics (IPGP) in Q3 2026, closing a stake of 1,831 shares — an estimated $215K sold.

Legacy Wealth Asset Management first reported a position in IPGP in Q1 2026 and held it in 2 quarters. The position peaked at $251K in Q1 2026. 10 funds tracked by Wall St. Rank hold IPGP as of Q3 2026.

  • Legacy Wealth Asset Management reported no remaining IPG Photonics position as of Q3 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,831 IPG Photonics shares in Q3 2026, an estimated $215K.
  • Legacy Wealth Asset Management first reported a position in IPG Photonics in Q1 2026 and held it in 2 quarters.
  • Legacy Wealth Asset Management's IPG Photonics position peaked at $251K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.