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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
Q2 		$2.12M Buy
19,717
+207
+1% +$23.8K 0.33% 88
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 $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

Waterfront Wealth's IPGP Position: Q2 2026 in Review

Waterfront Wealth increased its IPG Photonics (IPGP) stake by 1.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 19,717 shares worth $2.12M. The position accounts for 0.33% of the portfolio, ranked #88.

Waterfront Wealth first reported a position in IPGP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q4 2025. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Waterfront Wealth held 19,717 shares of IPG Photonics worth $2.12M as of Q2 2026.
  • Waterfront Wealth bought 207 IPG Photonics shares in Q2 2026, an estimated $23.8K.
  • IPG Photonics made up 0.33% of Waterfront Wealth's portfolio in Q2 2026, its #88 holding.
  • Waterfront Wealth first reported a position in IPG Photonics in Q3 2023 and has held it in 12 quarters since.
  • Waterfront Wealth's IPG Photonics position peaked at $2.29M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.