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Private Wealth Asset Management’s IPG Photonics IPGP Stock Holding History

Private Wealth Asset Management’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 		– Sell
-2
Closed -$143 – 1038
2025
Q4 		$143 Hold
2
– – ﹤0.01% 1046
2025
Q3 		$158 Hold
2
– – ﹤0.01% 1026
2025
Q2 		$137 Hold
2
– – ﹤0.01% 1040
2025
Q1 		$126 Buy
+2
New +$134 ﹤0.01% 1150

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Private Wealth Asset Management's IPGP Position: Q1 2026 in Review

Private Wealth Asset Management sold out of IPG Photonics (IPGP) in Q1 2026, closing a stake of 2 shares — an estimated $143 sold.

Private Wealth Asset Management first reported a position in IPGP in Q1 2025 and held it in 4 quarters. The position peaked at $158 in Q3 2025. 338 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Private Wealth Asset Management reported no remaining IPG Photonics position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 IPG Photonics shares in Q1 2026, an estimated $143.
  • Private Wealth Asset Management first reported a position in IPG Photonics in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's IPG Photonics position peaked at $158 in Q3 2025.
  • 338 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.