Pathstone Holdings
IPGP icon

Pathstone Holdings’s IPG Photonics IPGP Stock Holding History

Pathstone Holdings’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 		$1.98M Sell
17,316
-7,559
-30% -$821K 0.01% 1034
2025
Q4 		$1.78M Buy
24,875
+458
+2% +$37.4K 0.01% 1089
2025
Q3 		$1.93M Buy
24,417
+1,312
+6% +$102K 0.01% 1050
2025
Q2 		$1.59M Buy
23,105
+6,913
+43% +$431K 0.01% 1130
2025
Q1 		$1.02M Buy
16,192
+9,974
+160% +$670K ﹤0.01% 1378
2024
Q4 		$452K Buy
6,218
+39
+0.6% +$3K ﹤0.01% 1773
2024
Q3 		$459K Buy
6,179
+883
+17% +$66K ﹤0.01% 1769
2024
Q2 		$447K Buy
5,296
+299
+6% +$25.8K ﹤0.01% 1754
2024
Q1 		$453K Sell
4,997
-260
-5% -$24.4K ﹤0.01% 1731
2023
Q4 		$571K Buy
+5,257
New +$509K ﹤0.01% 1417

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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