MV Capital Management’s IPG Photonics IPGP Stock Holding History

MV Capital 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 Q1	$459	Buy	4 +1	+33%	+$109	﹤0.01%	985
2025 Q4	$215	Hold	3	–	–	﹤0.01%	1022
2025 Q3	$238	Hold	3	–	–	﹤0.01%	927
2025 Q2	$206	Sell	3 -1	-25%	-$62	﹤0.01%	943
2025 Q1	$253	Hold	4	–	–	﹤0.01%	898
2024 Q4	$291	Hold	4	–	–	﹤0.01%	870
2024 Q3	$298	Buy	+4	New	+$299	﹤0.01%	861
2023 Q3	–	Sell	-25	Closed	-$3.4K	–	676
2023 Q2	$3.4K	Hold	25	–	–	﹤0.01%	618
2023 Q1	$3.08K	Hold	25	–	–	﹤0.01%	627
2022 Q4	$2.37K	Hold	25	–	–	﹤0.01%	605
2022 Q3	$2K	Sell	25 -14	-36%	-$1.33K	﹤0.01%	616
2022 Q2	$4K	Sell	39 -56	-59%	-$5.54K	﹤0.01%	580
2022 Q1	$10K	Buy	95 +50	+111%	+$6.87K	﹤0.01%	469
2021 Q4	$8K	Buy	45 +7	+18%	+$1.16K	﹤0.01%	504
2021 Q3	$6K	Buy	38 +13	+52%	+$2.39K	﹤0.01%	551
2021 Q2	$5K	Buy	+25	New	+$5.26K	﹤0.01%	497

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

MV Capital Management's IPGP Position: Q1 2026 in Review

MV Capital Management increased its IPG Photonics (IPGP) stake by 33% in Q1 2026, buying an estimated $109 and bringing the position to 4 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #985.

MV Capital Management first reported a position in IPGP in Q2 2021 and has held it in 16 quarters since. The position peaked at $10K in Q1 2022. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

MV Capital Management held 4 shares of IPG Photonics worth $459 as of Q1 2026.
MV Capital Management bought 1 IPG Photonics share in Q1 2026, an estimated $109.
IPG Photonics made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #985 holding.
MV Capital Management first reported a position in IPG Photonics in Q2 2021 and has held it in 16 quarters since.
MV Capital Management's IPG Photonics position peaked at $10K in Q1 2022.
335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.