Pinnacle Associates’s IPG Photonics IPGP Stock Holding History

Pinnacle Associates’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	$6.51M	Sell	55,526 -4,043	-7%	-$464K	0.07%	240
2026 Q1	$6.83M	Sell	59,569 -6,583	-10%	-$715K	0.09%	213
2025 Q4	$4.74M	Sell	66,152 -4,320	-6%	-$352K	0.06%	259
2025 Q3	$5.58M	Sell	70,472 -2,330	-3%	-$182K	0.07%	230
2025 Q2	$5M	Sell	72,802 -25,451	-26%	-$1.59M	0.07%	242
2025 Q1	$6.2M	Sell	98,253 -6,667	-6%	-$448K	0.09%	214
2024 Q4	$7.63M	Buy	104,920 +102,120	+3,647%	+$7.84M	0.1%	189
2024 Q3	$304K	Hold	2,800	–	–	0.01%	672
2024 Q2	$236K	Hold	2,800	–	–	﹤0.01%	746
2024 Q1	$254K	Hold	2,800	–	–	﹤0.01%	740
2023 Q4	$304K	Buy	+2,800	New	+$271K	0.01%	682

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

Pinnacle Associates's IPGP Position: Q2 2026 in Review

Pinnacle Associates reduced its IPG Photonics (IPGP) stake by 6.8% in Q2 2026, selling an estimated $464K and leaving 55,526 shares worth $6.51M. The position accounts for 0.07% of the portfolio, ranked #240.

Pinnacle Associates first reported a position in IPGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.63M in Q4 2024. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Pinnacle Associates held 55,526 shares of IPG Photonics worth $6.51M as of Q2 2026.
Pinnacle Associates sold 4,043 IPG Photonics shares in Q2 2026, an estimated $464K.
IPG Photonics made up 0.07% of Pinnacle Associates's portfolio in Q2 2026, its #240 holding.
Pinnacle Associates first reported a position in IPG Photonics in Q4 2023 and has held it in 11 quarters since.
Pinnacle Associates's IPG Photonics position peaked at $7.63M in Q4 2024.
358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.