Root Financial Partners
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Root Financial Partners’s IPG Photonics IPGP Stock Holding History

Root Financial Partners’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
Q3 		$21.5K Buy
+275
New +$23.7K ﹤0.01% 1510
2026
Q2 		– Sell
-195
Closed -$22.3K – 1784
2026
Q1 		$22.3K Buy
195
+33
+20% +$3.58K ﹤0.01% 1255
2025
Q4 		$11.6K Buy
162
+24
+17% +$1.96K ﹤0.01% 1435
2025
Q3 		$10.9K Buy
+138
New +$10.8K ﹤0.01% 1421

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's IPGP Position: Q3 2026 in Review

Root Financial Partners opened a new position in IPG Photonics (IPGP) in Q3 2026: 275 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IPGP as recently as Q1 2026.

Root Financial Partners first reported a position in IPGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.3K in Q1 2026. 255 funds tracked by Wall St. Rank hold IPGP as of Q3 2026.

  • Root Financial Partners held 275 shares of IPG Photonics worth $21.5K as of Q3 2026.
  • IPG Photonics was a new Root Financial Partners position in Q3 2026.
  • IPG Photonics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1510 holding.
  • Root Financial Partners first reported a position in IPG Photonics in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's IPG Photonics position peaked at $22.3K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.