XTX Topco’s IPG Photonics IPGP Stock Holding History

XTX Topco’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	$3.27M	Buy	28,572 +8,127	+40%	+$883K	0.06%	505
2025 Q4	$1.46M	Buy	+20,445	New	+$1.67M	0.04%	758
2025 Q3	–	Sell	-8,203	Closed	-$563K	–	2889
2025 Q2	$563K	Buy	8,203 +4,137	+102%	+$258K	0.02%	1007
2025 Q1	$257K	Buy	+4,066	New	+$273K	0.01%	1523
2024 Q4	–	Sell	-4,791	Closed	-$356K	–	2593
2024 Q3	$356K	Buy	+4,791	New	+$358K	0.03%	1078
2024 Q1	–	Sell	-3,708	Closed	-$402K	–	2071
2023 Q4	$402K	Sell	3,708 -5,227	-59%	-$506K	0.09%	394
2023 Q3	$907K	Buy	8,935 +7,406	+484%	+$836K	0.15%	125
2023 Q2	$208K	Sell	1,529 -269	-15%	-$31.7K	0.04%	976
2023 Q1	$222K	Buy	+1,798	New	+$208K	0.05%	880
2022 Q3	–	Sell	-7,309	Closed	-$688K	–	1238
2022 Q2	$688K	Buy	+7,309	New	+$722K	0.28%	68
2021 Q4	–	Sell	-1,315	Closed	-$208K	–	838
2021 Q3	$208K	Sell	1,315 -5,247	-80%	-$964K	0.07%	486
2021 Q2	$1.38M	Buy	+6,562	New	+$1.38M	0.47%	12

Other funds holding IPGP

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return