Capital Advisors Ltd’s IPG Photonics IPGP Stock Holding History

Capital Advisors Ltd’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	$0	Hold	3	–	–	﹤0.01%	1472
2026 Q1	$0	Hold	3	–	–	﹤0.01%	1481
2025 Q4	$0	Hold	3	–	–	﹤0.01%	1458
2025 Q3	$0	Hold	3	–	–	﹤0.01%	1458
2025 Q2	$0	Buy	+3	New	+$187	﹤0.01%	1483
2025 Q1	–	Sell	-7	Closed	-$1K	–	1460
2024 Q4	$1K	Hold	7	–	–	﹤0.01%	1224
2024 Q3	$1K	Buy	+7	New	+$523	﹤0.01%	1222
2022 Q3	–	Sell	-11	Closed	-$1K	–	1354
2022 Q2	$1K	Buy	+11	New	+$1.09K	﹤0.01%	808
2022 Q1	–	Sell	-2	Closed	–	–	1056
2021 Q4	$0	Buy	+2	New	+$330	﹤0.01%	874

Other funds holding IPGP

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Capital Advisors Ltd's IPGP Position: Q2 2026 in Review

Capital Advisors Ltd held its IPG Photonics (IPGP) position steady in Q2 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Capital Advisors Ltd first reported a position in IPGP in Q4 2021 and has held it in 9 quarters since. The position peaked at $1K in Q4 2024. 39 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Capital Advisors Ltd held 3 shares of IPG Photonics worth $0 as of Q2 2026.
Capital Advisors Ltd left its IPG Photonics share count unchanged in Q2 2026.
IPG Photonics made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1472 holding.
Capital Advisors Ltd first reported a position in IPG Photonics in Q4 2021 and has held it in 9 quarters since.
Capital Advisors Ltd's IPG Photonics position peaked at $1K in Q4 2024.
39 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.