SVB Wealth’s IPG Photonics IPGP Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-209	Closed	-$13.2K	–	1044
2025 Q1	$13.2K	Buy	+209	New	+$14K	﹤0.01%	826

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SVB Wealth's IPGP Position: Q2 2025 in Review

SVB Wealth sold out of IPG Photonics (IPGP) in Q2 2025, closing a stake of 209 shares — an estimated $13.2K sold.

SVB Wealth first reported a position in IPGP in Q1 2025 and held it in 1 quarter. The position peaked at $13.2K in Q1 2025. 262 funds tracked by Wall St. Rank hold IPGP as of Q2 2025.

SVB Wealth reported no remaining IPG Photonics position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 209 IPG Photonics shares in Q2 2025, an estimated $13.2K.
SVB Wealth first reported a position in IPG Photonics in Q1 2025 and held it in 1 quarter.
SVB Wealth's IPG Photonics position peaked at $13.2K in Q1 2025.
262 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.