Pallas Capital Advisors’s IPG Photonics IPGP Stock Holding History

Pallas Capital 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 Q1	$670K	Sell	5,846 -690	-11%	-$74.9K	0.03%	428
2025 Q4	$468K	Sell	6,536 -3	-0%	-$245	0.02%	553
2025 Q3	$518K	Buy	6,539 +19	+0.3%	+$1.48K	0.02%	514
2025 Q2	$448K	Buy	6,520 +2,160	+50%	+$135K	0.02%	536
2025 Q1	$275K	Buy	+4,360	New	+$293K	0.01%	609

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 $175B AUM 40.63% 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

Pallas Capital Advisors's IPGP Position: Q1 2026 in Review

Pallas Capital Advisors reduced its IPG Photonics (IPGP) stake by 11% in Q1 2026, selling an estimated $74.9K and leaving 5,846 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #428.

Pallas Capital Advisors first reported a position in IPGP in Q1 2025 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

Pallas Capital Advisors held 5,846 shares of IPG Photonics worth $670K as of Q1 2026.
Pallas Capital Advisors sold 690 IPG Photonics shares in Q1 2026, an estimated $74.9K.
IPG Photonics made up 0.03% of Pallas Capital Advisors's portfolio in Q1 2026, its #428 holding.
Pallas Capital Advisors first reported a position in IPG Photonics in Q1 2025 and has held it in 5 quarters since.
336 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.