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Steward Partners Investment Advisory’s IPG Photonics IPGP Stock Holding History

Steward Partners Investment Advisory’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 		$38.7K Sell
338
-49
-13% -$5.32K ﹤0.01% 2917
2025
Q4 		$27.7K Sell
387
-19
-5% -$1.55K ﹤0.01% 2993
2025
Q3 		$32.2K Hold
406
– – ﹤0.01% 2841
2025
Q2 		$27.9K Sell
406
-60
-13% -$3.74K ﹤0.01% 2768
2025
Q1 		$29.4K Sell
466
-36
-7% -$2.42K ﹤0.01% 2642
2024
Q4 		$36.5K Sell
502
-4,368
-90% -$335K ﹤0.01% 2506
2024
Q3 		$362K Sell
4,870
-2,784
-36% -$208K ﹤0.01% 1253
2024
Q2 		$646K Sell
7,654
-1,026
-12% -$88.7K 0.01% 955
2024
Q1 		$787K Buy
8,680
+7,932
+1,060% +$745K 0.01% 880
2023
Q4 		$81.2K Buy
+748
New +$72.4K ﹤0.01% 1774
2023
Q1 		– Sell
-30
Closed -$2.84K – 3365
2022
Q4 		$2.84K Hold
30
– – ﹤0.01% 2940
2022
Q3 		$3K Buy
+30
New +$2.85K ﹤0.01% 2942
2022
Q1 		– Sell
-650
Closed -$112K – 3328
2021
Q4 		$112K Hold
650
– – ﹤0.01% 1547
2021
Q3 		$103K Sell
650
-426
-40% -$78.3K ﹤0.01% 1532
2021
Q2 		$227K Sell
1,076
-2,180
-67% -$459K ﹤0.01% 1452
2021
Q1 		$687K Sell
3,256
-181
-5% -$41.1K 0.01% 768
2020
Q4 		$769K Buy
3,437
+133
+4% +$26.6K 0.02% 644
2020
Q3 		$562K Buy
3,304
+549
+20% +$90.6K 0.01% 630
2020
Q2 		$442K Sell
2,755
-43
-2% -$6.12K 0.01% 666
2020
Q1 		$308K Buy
2,798
+216
+8% +$28.2K 0.01% 669
2019
Q4 		$374K Buy
2,582
+128
+5% +$17.8K 0.01% 704
2019
Q3 		$332K Buy
2,454
+478
+24% +$63.3K 0.01% 698
2019
Q2 		$304K Buy
1,976
+453
+30% +$68.5K 0.01% 688
2019
Q1 		$231K Buy
+1,523
New +$216K 0.01% 704
2018
Q4 		– Sell
-284
Closed -$44K – 1439
2018
Q3 		$44K Sell
284
-2
-0.7% -$371 ﹤0.01% 1247
2018
Q2 		$63K Hold
286
– – ﹤0.01% 1008
2018
Q1 		$66K Buy
286
+58
+25% +$14.3K ﹤0.01% 894
2017
Q4 		$48K Buy
228
+174
+322% +$36.9K ﹤0.01% 844
2017
Q3 		$9K Buy
+54
New +$8.97K ﹤0.01% 1136

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Steward Partners Investment Advisory's IPGP Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its IPG Photonics (IPGP) stake by 13% in Q1 2026, selling an estimated $5.32K and leaving 338 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

Steward Partners Investment Advisory first reported a position in IPGP in Q3 2017 and has held it in 29 quarters since. The position peaked at $787K in Q1 2024. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Steward Partners Investment Advisory held 338 shares of IPG Photonics worth $38.7K as of Q1 2026.
  • Steward Partners Investment Advisory sold 49 IPG Photonics shares in Q1 2026, an estimated $5.32K.
  • IPG Photonics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2917 holding.
  • Steward Partners Investment Advisory first reported a position in IPG Photonics in Q3 2017 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's IPG Photonics position peaked at $787K in Q1 2024.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.