SageView Advisory Group’s IPG Photonics IPGP Stock Holding History

SageView Advisory Group’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	–	Sell	-45	Closed	-$3.22K	–	1480
2025 Q4	$3.22K	Buy	+45	New	+$3.67K	﹤0.01%	2091

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

SageView Advisory Group's IPGP Position: Q1 2026 in Review

SageView Advisory Group sold out of IPG Photonics (IPGP) in Q1 2026, closing a stake of 45 shares — an estimated $3.22K sold.

SageView Advisory Group first reported a position in IPGP in Q4 2025 and held it in 1 quarter. The position peaked at $3.22K in Q4 2025. 338 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

SageView Advisory Group reported no remaining IPG Photonics position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 45 IPG Photonics shares in Q1 2026, an estimated $3.22K.
SageView Advisory Group first reported a position in IPG Photonics in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's IPG Photonics position peaked at $3.22K in Q4 2025.
338 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.