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Nicolet Advisory Services’s IPG Photonics IPGP Stock Holding History

Nicolet Advisory Services’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
2025
Q3 		– Sell
-3,023
Closed -$227K – 431
2025
Q2 		$227K Buy
+3,023
New +$189K 0.02% 368

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicolet Advisory Services's IPGP Position: Q3 2025 in Review

Nicolet Advisory Services sold out of IPG Photonics (IPGP) in Q3 2025, closing a stake of 3,023 shares — an estimated $227K sold.

Nicolet Advisory Services first reported a position in IPGP in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 290 funds tracked by Wall St. Rank hold IPGP as of Q3 2025.

  • Nicolet Advisory Services reported no remaining IPG Photonics position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 3,023 IPG Photonics shares in Q3 2025, an estimated $227K.
  • Nicolet Advisory Services first reported a position in IPG Photonics in Q2 2025 and held it in 1 quarter.
  • Nicolet Advisory Services's IPG Photonics position peaked at $227K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.