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Waterfront Wealth’s IPG Photonics IPGP Stock Holding History

Waterfront 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
2026
Q1 		$2.24M Sell
19,510
-6,899
-26% -$749K 0.41% 80
2025
Q4 		$2.29M Buy
26,409
+48
+0.2% +$3.92K 0.43% 68
2025
Q3 		$2.24M Sell
26,361
-69
-0.3% -$5.39K 0.46% 65
2025
Q2 		$1.81M Buy
26,430
+14,118
+115% +$881K 0.41% 66
2025
Q1 		$777K Buy
12,312
+2
+0% +$134 0.19% 158
2024
Q4 		$895K Buy
12,310
+190
+2% +$14.6K 0.22% 146
2024
Q3 		$1.05M Buy
12,120
+276
+2% +$20.6K 0.26% 124
2024
Q2 		$1,000K Buy
11,844
+2,791
+31% +$241K 0.27% 117
2024
Q1 		$795K Buy
9,053
+4,071
+82% +$382K 0.22% 141
2023
Q4 		$541K Buy
4,982
+93
+2% +$9.01K 0.16% 162
2023
Q3 		$446K Buy
+4,889
New +$552K 0.15% 171

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