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Wealthspire Advisors (New York)’s IPG Photonics IPGP Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-228
Closed -$18.1K – 1949
2025
Q3 		$18.1K Buy
+228
New +$17.8K ﹤0.01% 1727
2019
Q1 		– Sell
-9
Closed -$1K – 411
2018
Q4 		$1K Buy
+9
New +$1.2K ﹤0.01% 810

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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 $175B AUM 40.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s IPGP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of IPG Photonics (IPGP) in Q4 2025, closing a stake of 228 shares — an estimated $18.1K sold.

Wealthspire Advisors (New York) first reported a position in IPGP in Q4 2018 and held it in 2 quarters. The position peaked at $18.1K in Q3 2025. 298 funds tracked by Wall St. Rank hold IPGP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining IPG Photonics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 228 IPG Photonics shares in Q4 2025, an estimated $18.1K.
  • Wealthspire Advisors (New York) first reported a position in IPG Photonics in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s IPG Photonics position peaked at $18.1K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.