Capital Analysts LLC’s IPG Photonics IPGP Stock Holding History

Capital Analysts LLC’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	–	Sell	-26	Closed	-$3K	–	1569
2026 Q1	$3K	Buy	+26	New	+$2.82K	﹤0.01%	1423
2018 Q4	–	Sell	-164	Closed	-$26K	–	610
2018 Q3	$26K	Sell	164 -25	-13%	-$4.64K	﹤0.01%	377
2018 Q2	$42K	Hold	189	–	–	0.01%	349
2018 Q1	$44K	Sell	189 -38	-17%	-$9.38K	0.01%	323
2017 Q4	$49K	Sell	227 -126	-36%	-$26.7K	0.01%	315
2017 Q3	$65K	Hold	353	–	–	0.01%	284
2017 Q2	$51.2K	Hold	353	–	–	0.01%	302
2017 Q1	$42.6K	Buy	353 +42	+14%	+$4.75K	0.01%	277
2016 Q4	$31K	Sell	311 -13	-4%	-$1.21K	0.01%	297
2016 Q3	$26.7K	Hold	324	–	–	0.01%	291
2016 Q2	$25.9K	Sell	324 -184	-36%	-$16.2K	0.01%	299
2016 Q1	$48.8K	Buy	508 +102	+25%	+$8.65K	0.01%	272
2015 Q4	$36.2K	Buy	406 +228	+128%	+$19.5K	0.01%	305
2015 Q3	$13.5K	Buy	+178	New	+$15.1K	﹤0.01%	326

Other funds holding IPGP

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Analysts LLC's IPGP Position: Q2 2026 in Review

Capital Analysts LLC sold out of IPG Photonics (IPGP) in Q2 2026, closing a stake of 26 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in IPGP in Q3 2015 and held it in 14 quarters. The position peaked at $65K in Q3 2017. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

Capital Analysts LLC reported no remaining IPG Photonics position as of Q2 2026 after selling out during the quarter.
Capital Analysts LLC sold 26 IPG Photonics shares in Q2 2026, an estimated $3K.
Capital Analysts LLC first reported a position in IPG Photonics in Q3 2015 and held it in 14 quarters.
Capital Analysts LLC's IPG Photonics position peaked at $65K in Q3 2017.
358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.