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Summit Trail Advisors’s IPG Photonics IPGP Stock Holding History

Summit Trail 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 		$2.34M Buy
19,931
+9,050
+83% +$1.04M 0.03% 511
2026
Q1 		$1.25M Sell
10,881
-13,464
-55% -$1.46M 0.02% 831
2025
Q4 		$1.74M Buy
24,345
+4,968
+26% +$405K 0.03% 492
2025
Q3 		$1.53M Buy
19,377
+12,686
+190% +$991K 0.02% 590
2025
Q2 		$459K Buy
+6,691
New +$417K 0.01% 760
2025
Q1 		– Sell
-3,164
Closed -$230K – 445
2024
Q4 		$230K Buy
+3,164
New +$243K 0.01% 334
2020
Q4 		– Sell
-1,410
Closed -$287K – 226
2020
Q3 		$287K Buy
+1,410
New +$233K 0.06% 158
2018
Q4 		– Sell
-1,056
Closed -$165K – 169
2018
Q3 		$165K Buy
1,056
+926
+712% +$172K 0.04% 200
2018
Q2 		$29K Buy
+130
New +$30.7K 0.01% 354
2018
Q1 		– Sell
-777
Closed -$184K – 1043
2017
Q4 		$184K Buy
+777
New +$165K 0.02% 449

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

Summit Trail Advisors's IPGP Position: Q2 2026 in Review

Summit Trail Advisors increased its IPG Photonics (IPGP) stake by 83% in Q2 2026, buying an estimated $1.04M and bringing the position to 19,931 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #511.

Summit Trail Advisors first reported a position in IPGP in Q4 2017 and has held it in 10 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Summit Trail Advisors held 19,931 shares of IPG Photonics worth $2.34M as of Q2 2026.
  • Summit Trail Advisors bought 9,050 IPG Photonics shares in Q2 2026, an estimated $1.04M.
  • IPG Photonics made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #511 holding.
  • Summit Trail Advisors first reported a position in IPG Photonics in Q4 2017 and has held it in 10 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.