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Principia Wealth Advisory’s IPG Photonics IPGP Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		– Sell
-476
Closed -$37.7K – 1029
2025
Q3 		$37.7K Hold
476
– – 0.03% 139
2025
Q2 		$32.7K Hold
476
– – 0.03% 117
2025
Q1 		$27.4K Hold
476
– – 0.03% 96
2024
Q4 		$34.6K Buy
+476
New +$36.6K 0.03% 91

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Principia Wealth Advisory's IPGP Position: Q4 2025 in Review

Principia Wealth Advisory sold out of IPG Photonics (IPGP) in Q4 2025, closing a stake of 476 shares — an estimated $37.7K sold.

Principia Wealth Advisory first reported a position in IPGP in Q4 2024 and held it in 4 quarters. The position peaked at $37.7K in Q3 2025. 298 funds tracked by Wall St. Rank hold IPGP as of Q4 2025.

  • Principia Wealth Advisory reported no remaining IPG Photonics position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 476 IPG Photonics shares in Q4 2025, an estimated $37.7K.
  • Principia Wealth Advisory first reported a position in IPG Photonics in Q4 2024 and held it in 4 quarters.
  • Principia Wealth Advisory's IPG Photonics position peaked at $37.7K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.