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

Private Wealth Management Group’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
Q2 		– Sell
-86
Closed -$5.43K – 1543
2025
Q1 		$5.43K Buy
+86
New +$5.78K ﹤0.01% 692
2024
Q3 		– Sell
-27
Closed -$2.28K – 1522
2024
Q2 		$2.28K Buy
27
+22
+440% +$1.9K ﹤0.01% 1003
2024
Q1 		$454 Sell
5
-9
-64% -$846 ﹤0.01% 1460
2023
Q4 		$1.52K Buy
+14
New +$1.36K ﹤0.01% 1098

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Private Wealth Management Group's IPGP Position: Q2 2025 in Review

Private Wealth Management Group sold out of IPG Photonics (IPGP) in Q2 2025, closing a stake of 86 shares — an estimated $5.43K sold.

Private Wealth Management Group first reported a position in IPGP in Q4 2023 and held it in 4 quarters. The position peaked at $5.43K in Q1 2025. 262 funds tracked by Wall St. Rank hold IPGP as of Q2 2025.

  • Private Wealth Management Group reported no remaining IPG Photonics position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 86 IPG Photonics shares in Q2 2025, an estimated $5.43K.
  • Private Wealth Management Group first reported a position in IPG Photonics in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's IPG Photonics position peaked at $5.43K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.