PWPS
IPGP icon

Pinnacle Wealth Planning Services’s IPG Photonics IPGP Stock Holding History

Pinnacle Wealth Planning Services’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 		$939 Sell
8
-3
-27% -$345 ﹤0.01% 2589
2026
Q1 		$1.26K Buy
11
+9
+450% +$977 ﹤0.01% 2520
2025
Q4 		$143 Buy
+2
New +$163 ﹤0.01% 2724
2021
Q1 		– Sell
-158
Closed -$35K – 1128
2020
Q4 		$35K Buy
+158
New +$31.6K 0.01% 944

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's IPGP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its IPG Photonics (IPGP) stake by 27% in Q2 2026, selling an estimated $345 and leaving 8 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Pinnacle Wealth Planning Services first reported a position in IPGP in Q4 2020 and has held it in 4 quarters since. The position peaked at $35K in Q4 2020. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8 shares of IPG Photonics worth $939 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3 IPG Photonics shares in Q2 2026, an estimated $345.
  • IPG Photonics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2589 holding.
  • Pinnacle Wealth Planning Services first reported a position in IPG Photonics in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's IPG Photonics position peaked at $35K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.