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Sequoia Financial Advisors’s IPG Photonics IPGP Stock Holding History

Sequoia Financial 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
2026
Q2 		$281K Sell
2,395
-588
-20% -$67.6K ﹤0.01% 1721
2026
Q1 		$342K Sell
2,983
-378
-11% -$41K ﹤0.01% 1490
2025
Q4 		$241K Buy
+3,361
New +$274K ﹤0.01% 1697

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

Sequoia Financial Advisors's IPGP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its IPG Photonics (IPGP) stake by 20% in Q2 2026, selling an estimated $67.6K and leaving 2,395 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Sequoia Financial Advisors first reported a position in IPGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q1 2026. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Sequoia Financial Advisors held 2,395 shares of IPG Photonics worth $281K as of Q2 2026.
  • Sequoia Financial Advisors sold 588 IPG Photonics shares in Q2 2026, an estimated $67.6K.
  • IPG Photonics made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1721 holding.
  • Sequoia Financial Advisors first reported a position in IPG Photonics in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's IPG Photonics position peaked at $342K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.