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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
Q2 		– Sell
-8
Closed -$917 – 1193
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 $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

Twin Peaks Wealth Advisors's IPGP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of IPG Photonics (IPGP) in Q2 2026, closing a stake of 8 shares — an estimated $917 sold.

Twin Peaks Wealth Advisors first reported a position in IPGP in Q2 2025 and held it in 2 quarters. The position peaked at $917 in Q1 2026. 359 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining IPG Photonics position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 8 IPG Photonics shares in Q2 2026, an estimated $917.
  • Twin Peaks Wealth Advisors first reported a position in IPG Photonics in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's IPG Photonics position peaked at $917 in Q1 2026.
  • 359 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.