Merit Financial Group’s IPG Photonics IPGP Stock Holding History

Merit Financial Group’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	$440K	Sell	3,748 -173	-4%	-$19.9K	﹤0.01%	1570
2026 Q1	$449K	Sell	3,921 -106	-3%	-$11.5K	﹤0.01%	1430
2025 Q4	$288K	Sell	4,027 -38	-0.9%	-$3.1K	﹤0.01%	1580
2025 Q3	$322K	Buy	4,065 +20	+0.5%	+$1.56K	﹤0.01%	1408
2025 Q2	$278K	Sell	4,045 -1,394	-26%	-$87K	﹤0.01%	1382
2025 Q1	$343K	Buy	+5,439	New	+$366K	0.01%	1078

Other funds holding IPGP

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Merit Financial Group's IPGP Position: Q2 2026 in Review

Merit Financial Group reduced its IPG Photonics (IPGP) stake by 4.4% in Q2 2026, selling an estimated $19.9K and leaving 3,748 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Merit Financial Group first reported a position in IPGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q1 2026. 32 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Merit Financial Group held 3,748 shares of IPG Photonics worth $440K as of Q2 2026.
Merit Financial Group sold 173 IPG Photonics shares in Q2 2026, an estimated $19.9K.
IPG Photonics made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1570 holding.
Merit Financial Group first reported a position in IPG Photonics in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's IPG Photonics position peaked at $449K in Q1 2026.
32 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.