Capstone Investment Advisors
IPGP icon

Capstone Investment Advisors’s IPG Photonics IPGP Stock Holding History

Capstone Investment Advisors’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 		– Sell
-5,722
Closed -$410K – 1719
2025
Q4 		$410K Buy
+5,722
New +$467K ﹤0.01% 1216
2024
Q3 		– Sell
-2,617
Closed -$221K – 2059
2024
Q2 		$221K Buy
+2,617
New +$226K ﹤0.01% 1729
2021
Q4 		– Sell
-766
Closed -$127K – 1959
2021
Q3 		$121K Buy
+766
New +$141K ﹤0.01% 1760
2020
Q2 		– Sell
-2,039
Closed -$290K – 1337
2020
Q1 		$225K Buy
2,039
+1,769
+655% +$231K ﹤0.01% 1006
2019
Q4 		$39K Buy
+270
New +$37.6K ﹤0.01% 1341
2019
Q3 		– Sell
-239
Closed -$31.6K – 1401
2019
Q2 		$37K Buy
239
+233
+3,883% +$35.2K ﹤0.01% 1341
2019
Q1 		$1K Buy
+6
New +$849 ﹤0.01% 1276
2017
Q2 		– Sell
-1,900
Closed -$229K – 782
2017
Q1 		$229K Sell
1,900
-10,338
-84% -$1.17M 0.01% 764
2016
Q4 		$1.21M Sell
12,238
-8,794
-42% -$820K 0.04% 368
2016
Q3 		$1.73M Buy
+21,032
New +$1.76M 0.04% 283
2016
Q1 		– Sell
-2,947
Closed -$262K – 707
2015
Q4 		$262K Buy
+2,947
New +$253K 0.01% 410

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Lazard Asset Management
Lazard Asset Management New York $60.8B 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
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Capstone Investment Advisors's IPGP Position: Q1 2026 in Review

Capstone Investment Advisors sold out of IPG Photonics (IPGP) in Q1 2026, closing a stake of 5,722 shares — an estimated $410K sold.

Capstone Investment Advisors first reported a position in IPGP in Q4 2015 and held it in 11 quarters. The position peaked at $1.73M in Q3 2016. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

  • Capstone Investment Advisors reported no remaining IPG Photonics position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,722 IPG Photonics shares in Q1 2026, an estimated $410K.
  • Capstone Investment Advisors first reported a position in IPG Photonics in Q4 2015 and held it in 11 quarters.
  • Capstone Investment Advisors's IPG Photonics position peaked at $1.73M in Q3 2016.
  • 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.