TWD
IPGP icon

True Wealth Design’s IPG Photonics IPGP Stock Holding History

True Wealth Design’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 		$52.8K Hold
450
– – 0.01% 467
2026
Q1 		$51.6K Sell
450
-18
-4% -$1.96K 0.01% 392
2025
Q4 		$33.5K Sell
468
-1
-0.2% -$82 0.01% 451
2025
Q3 		$37.1K Buy
469
+73
+18% +$5.7K 0.01% 405
2025
Q2 		$27.2K Buy
396
+373
+1,622% +$23.3K 0.01% 318
2025
Q1 		$1.45K Sell
23
-67
-74% -$4.5K ﹤0.01% 1126
2024
Q4 		$6.54K Hold
90
– – ﹤0.01% 485
2024
Q3 		$6.69K Buy
+90
New +$6.73K ﹤0.01% 499

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

True Wealth Design's IPGP Position: Q2 2026 in Review

True Wealth Design held its IPG Photonics (IPGP) position steady in Q2 2026 at 450 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #467.

True Wealth Design first reported a position in IPGP in Q3 2024 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • True Wealth Design held 450 shares of IPG Photonics worth $52.8K as of Q2 2026.
  • True Wealth Design left its IPG Photonics share count unchanged in Q2 2026.
  • IPG Photonics made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #467 holding.
  • True Wealth Design first reported a position in IPG Photonics in Q3 2024 and has held it in 8 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.