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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
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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $60.8B 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

Pinnacle Wealth Planning Services's IPGP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its IPG Photonics (IPGP) stake by 450% in Q1 2026, buying an estimated $977 and bringing the position to 11 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Pinnacle Wealth Planning Services first reported a position in IPGP in Q4 2020 and has held it in 3 quarters since. The position peaked at $35K in Q4 2020. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 11 shares of IPG Photonics worth $1.26K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 9 IPG Photonics shares in Q1 2026, an estimated $977.
  • IPG Photonics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2520 holding.
  • Pinnacle Wealth Planning Services first reported a position in IPG Photonics in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's IPG Photonics position peaked at $35K in Q4 2020.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.