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Oakmont Investment Advisors’s IPG Photonics IPGP Stock Holding History

Oakmont Investment Advisors’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 		$991K Sell
8,450
-850
-9% -$97.7K 0.69% 43
2026
Q1 		$1.07M Buy
+9,300
New +$1.01M 0.98% 35

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oakmont Investment Advisors's IPGP Position: Q2 2026 in Review

Oakmont Investment Advisors reduced its IPG Photonics (IPGP) stake by 9.1% in Q2 2026, selling an estimated $97.7K and leaving 8,450 shares worth $991K. The position accounts for 0.69% of the portfolio, ranked #43.

Oakmont Investment Advisors first reported a position in IPGP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 357 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Oakmont Investment Advisors held 8,450 shares of IPG Photonics worth $991K as of Q2 2026.
  • Oakmont Investment Advisors sold 850 IPG Photonics shares in Q2 2026, an estimated $97.7K.
  • IPG Photonics made up 0.69% of Oakmont Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Oakmont Investment Advisors first reported a position in IPG Photonics in Q1 2026 and has held it in 2 quarters since.
  • Oakmont Investment Advisors's IPG Photonics position peaked at $1.07M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.