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Twin Peaks Wealth Advisors’s IPG Photonics IPGP Stock Holding History

Twin Peaks Wealth 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 		$917 Buy
+8
New +$869 ﹤0.01% 1921
2025
Q3 		– Sell
-7
Closed -$548 – 1129
2025
Q2 		$548 Buy
+7
New +$437 ﹤0.01% 1896

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

Twin Peaks Wealth Advisors's IPGP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in IPG Photonics (IPGP) in Q1 2026: 8 shares worth $917. The stake represents ﹤0.01% of the portfolio and ranks #1921 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IPGP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IPGP in Q2 2025 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 8 shares of IPG Photonics worth $917 as of Q1 2026.
  • IPG Photonics was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • IPG Photonics made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1921 holding.
  • Twin Peaks Wealth Advisors first reported a position in IPG Photonics in Q2 2025 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.