ZWJ Investment Counsel
IPGP icon

ZWJ Investment Counsel’s IPG Photonics IPGP Stock Holding History

ZWJ Investment Counsel’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
Q3 		– Sell
-2,002
Closed -$235K – 302
2026
Q2 		$235K Buy
2,002
+85
+4% +$9.8K 0.01% 257
2026
Q1 		$220K Buy
+1,917
New +$208K 0.01% 225

Other funds holding IPGP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

ZWJ Investment Counsel's IPGP Position: Q3 2026 in Review

ZWJ Investment Counsel sold out of IPG Photonics (IPGP) in Q3 2026, closing a stake of 2,002 shares — an estimated $235K sold.

ZWJ Investment Counsel first reported a position in IPGP in Q1 2026 and held it in 2 quarters. The position peaked at $235K in Q2 2026. 28 funds tracked by Wall St. Rank hold IPGP as of Q3 2026.

  • ZWJ Investment Counsel reported no remaining IPG Photonics position as of Q3 2026 after selling out during the quarter.
  • ZWJ Investment Counsel sold 2,002 IPG Photonics shares in Q3 2026, an estimated $235K.
  • ZWJ Investment Counsel first reported a position in IPG Photonics in Q1 2026 and held it in 2 quarters.
  • ZWJ Investment Counsel's IPG Photonics position peaked at $235K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held IPG Photonics as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.