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Rise Advisors’s IPG Photonics IPGP Stock Holding History

Rise Advisors’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
-7
Closed -$554 – 745
2025
Q3 		$554 Buy
+7
New +$547 ﹤0.01% 1390
2025
Q1 		– Sell
-223
Closed -$16.2K – 1531
2024
Q4 		$16.2K Hold
223
– – 0.01% 782
2024
Q3 		$16.6K Hold
223
– – 0.01% 808
2024
Q2 		$18.8K Hold
223
– – 0.01% 670
2024
Q1 		$20.2K Buy
+223
New +$21K 0.01% 643

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

Rise Advisors's IPGP Position: Q4 2025 in Review

Rise Advisors sold out of IPG Photonics (IPGP) in Q4 2025, closing a stake of 7 shares — an estimated $554 sold.

Rise Advisors first reported a position in IPGP in Q1 2024 and held it in 5 quarters. The position peaked at $20.2K in Q1 2024. 298 funds tracked by Wall St. Rank hold IPGP as of Q4 2025.

  • Rise Advisors reported no remaining IPG Photonics position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 7 IPG Photonics shares in Q4 2025, an estimated $554.
  • Rise Advisors first reported a position in IPG Photonics in Q1 2024 and held it in 5 quarters.
  • Rise Advisors's IPG Photonics position peaked at $20.2K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.