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Rialto Wealth Management’s IPG Photonics IPGP Stock Holding History

Rialto Wealth 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 		$803 Buy
7
+1
+17% +$109 ﹤0.01% 1189
2025
Q4 		$430 Buy
6
+1
+20% +$82 ﹤0.01% 1341
2025
Q3 		$396 Buy
5
+2
+67% +$156 ﹤0.01% 1327
2025
Q2 		$206 Buy
+3
New +$187 ﹤0.01% 1372

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

Rialto Wealth Management's IPGP Position: Q1 2026 in Review

Rialto Wealth Management increased its IPG Photonics (IPGP) stake by 17% in Q1 2026, buying an estimated $109 and bringing the position to 7 shares worth $803. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Rialto Wealth Management first reported a position in IPGP in Q2 2025 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Rialto Wealth Management held 7 shares of IPG Photonics worth $803 as of Q1 2026.
  • Rialto Wealth Management bought 1 IPG Photonics share in Q1 2026, an estimated $109.
  • IPG Photonics made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1189 holding.
  • Rialto Wealth Management first reported a position in IPG Photonics in Q2 2025 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.