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Rothschild Investment LLC’s IPG Photonics IPGP Stock Holding History

Rothschild Investment LLC’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 		$424K Buy
+3,618
New +$416K 0.02% 655
2025
Q4 		– Sell
-55
Closed -$4.36K – 3465
2025
Q3 		$4.36K Buy
+55
New +$4.3K ﹤0.01% 1765
2022
Q4 		– Sell
-3,730
Closed -$315K – 488
2022
Q3 		$315K Hold
3,730
– – 0.03% 345
2022
Q2 		$351K Buy
+3,730
New +$369K 0.03% 350
2021
Q3 		– Sell
-1,093
Closed -$231K – 497
2021
Q2 		$231K Sell
1,093
-55
-5% -$11.6K 0.02% 439
2021
Q1 		$242K Sell
1,148
-21
-2% -$4.77K 0.02% 418
2020
Q4 		$262K Sell
1,169
-921
-44% -$184K 0.03% 379
2020
Q3 		$355K Buy
+2,090
New +$345K 0.04% 310
2018
Q1 		– Sell
-1,450
Closed -$310K – 396
2017
Q4 		$310K Sell
1,450
-170
-10% -$36.1K 0.03% 332
2017
Q3 		$300K Sell
1,620
-140
-8% -$23.3K 0.03% 341
2017
Q2 		$255K Hold
1,760
– – 0.03% 384
2017
Q1 		$212K Buy
+1,760
New +$199K 0.02% 414

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rothschild Investment LLC's IPGP Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in IPG Photonics (IPGP) in Q2 2026: 3,618 shares worth $424K. The stake represents 0.02% of the portfolio and ranks #655 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in IPGP as recently as Q3 2025.

Rothschild Investment LLC first reported a position in IPGP in Q1 2017 and has held it in 12 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Rothschild Investment LLC held 3,618 shares of IPG Photonics worth $424K as of Q2 2026.
  • IPG Photonics was a new Rothschild Investment LLC position in Q2 2026.
  • IPG Photonics made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #655 holding.
  • Rothschild Investment LLC first reported a position in IPG Photonics in Q1 2017 and has held it in 12 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.