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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
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 $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $60.7B 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