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Williams Jones Wealth Management’s IPG Photonics IPGP Stock Holding History

Williams Jones Wealth Management’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 		$680K Buy
5,800
+3,246
+127% +$373K 0.01% 324
2026
Q1 		$293K Buy
+2,554
New +$277K ﹤0.01% 425

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Williams Jones Wealth Management's IPGP Position: Q2 2026 in Review

Williams Jones Wealth Management increased its IPG Photonics (IPGP) stake by 127% in Q2 2026, buying an estimated $373K and bringing the position to 5,800 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #324.

Williams Jones Wealth Management first reported a position in IPGP in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Williams Jones Wealth Management held 5,800 shares of IPG Photonics worth $680K as of Q2 2026.
  • Williams Jones Wealth Management bought 3,246 IPG Photonics shares in Q2 2026, an estimated $373K.
  • IPG Photonics made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Williams Jones Wealth Management first reported a position in IPG Photonics in Q1 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.