Orion Portfolio Solutions’s IPG Photonics IPGP Stock Holding History

Orion Portfolio Solutions’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 Q1	$487K	Buy	7,707 +1,555	+25%	+$105K	﹤0.01%	1438
2024 Q4	$447K	Sell	6,152 -597	-9%	-$45.9K	﹤0.01%	1390
2024 Q3	$502K	Sell	6,749 -1,382	-17%	-$103K	0.01%	1334
2024 Q2	$686K	Buy	8,131 +1,623	+25%	+$140K	0.01%	1161
2024 Q1	$590K	Buy	6,508 +4,112	+172%	+$386K	0.01%	1196
2023 Q4	$247K	Sell	2,396 -872	-27%	-$84.5K	﹤0.01%	1490
2023 Q3	$332K	Buy	+3,268	New	+$369K	﹤0.01%	1337
2023 Q2	–	Sell	-1,923	Closed	-$237K	–	1650
2023 Q1	$237K	Buy	+1,923	New	+$223K	﹤0.01%	1438
2020 Q3	–	Sell	-215	Closed	-$34K	–	1226
2020 Q2	$34K	Sell	215 -5	-2%	-$712	﹤0.01%	797
2020 Q1	$24K	Buy	220 +8	+4%	+$1.05K	﹤0.01%	784
2019 Q4	$31K	Buy	+212	New	+$29.5K	﹤0.01%	667

Other funds holding IPGP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's IPGP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its IPG Photonics (IPGP) stake by 25% in Q1 2025, buying an estimated $105K and bringing the position to 7,707 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Orion Portfolio Solutions first reported a position in IPGP in Q4 2019 and has held it in 11 quarters since. The position peaked at $686K in Q2 2024. 266 funds tracked by Wall St. Rank hold IPGP as of Q1 2025.

Orion Portfolio Solutions held 7,707 shares of IPG Photonics worth $487K as of Q1 2025.
Orion Portfolio Solutions bought 1,555 IPG Photonics shares in Q1 2025, an estimated $105K.
IPG Photonics made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1438 holding.
Orion Portfolio Solutions first reported a position in IPG Photonics in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's IPG Photonics position peaked at $686K in Q2 2024.
266 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.