Phoenix Financial’s IPG Photonics IPGP Stock Holding History

Phoenix Financial’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	$269K	Hold	2,300	–	–	﹤0.01%	449
2026 Q1	$263K	Buy	+2,300	New	+$250K	﹤0.01%	411

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Financial's IPGP Position: Q2 2026 in Review

Phoenix Financial held its IPG Photonics (IPGP) position steady in Q2 2026 at 2,300 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Phoenix Financial first reported a position in IPGP in Q1 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Phoenix Financial held 2,300 shares of IPG Photonics worth $269K as of Q2 2026.
Phoenix Financial left its IPG Photonics share count unchanged in Q2 2026.
IPG Photonics made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #449 holding.
Phoenix Financial first reported a position in IPG Photonics in Q1 2026 and has held it in 2 quarters since.
358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.