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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Root Financial Partners's IPGP Position: Q2 2026 in Review

Root Financial Partners sold out of IPG Photonics (IPGP) in Q2 2026, closing a stake of 195 shares — an estimated $22.3K sold.

Root Financial Partners first reported a position in IPGP in Q3 2025 and held it in 3 quarters. The position peaked at $22.3K in Q1 2026. 86 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Root Financial Partners reported no remaining IPG Photonics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 195 IPG Photonics shares in Q2 2026, an estimated $22.3K.
  • Root Financial Partners first reported a position in IPG Photonics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's IPG Photonics position peaked at $22.3K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.