Physician Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Physician Wealth 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	$4.22K	Hold	36	–	–	﹤0.01%	1174
2026 Q1	$4.13K	Hold	36	–	–	﹤0.01%	1076
2025 Q4	$2.58K	Hold	36	–	–	﹤0.01%	1182
2025 Q3	$2.85K	Hold	36	–	–	﹤0.01%	1082
2025 Q2	$2.47K	Buy	+36	New	+$2.25K	﹤0.01%	974

Other funds holding IPGP

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Physician Wealth Advisors's IPGP Position: Q2 2026 in Review

Physician Wealth Advisors held its IPG Photonics (IPGP) position steady in Q2 2026 at 36 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Physician Wealth Advisors first reported a position in IPGP in Q2 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Physician Wealth Advisors held 36 shares of IPG Photonics worth $4.22K as of Q2 2026.
Physician Wealth Advisors left its IPG Photonics share count unchanged in Q2 2026.
IPG Photonics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1174 holding.
Physician Wealth Advisors first reported a position in IPG Photonics in Q2 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.