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
2022
Q1 		– Sell
-6,900
Closed -$1.19M – 2110
2021
Q4 		$1.19M Buy
6,900
+5,500
+393% +$909K ﹤0.01% 1254
2021
Q3 		$222K Buy
1,400
+1,300
+1,300% +$239K ﹤0.01% 1682
2021
Q2 		$21K Sell
100
-100
-50% -$21.1K ﹤0.01% 1667
2021
Q1 		$42K Sell
200
-700
-78% -$159K ﹤0.01% 1610
2020
Q4 		$201K Sell
900
-2,000
-69% -$401K ﹤0.01% 1454
2020
Q3 		$493K Buy
2,900
+200
+7% +$33K ﹤0.01% 1173
2020
Q2 		$433K Buy
2,700
+100
+4% +$14.2K ﹤0.01% 1118
2020
Q1 		$287K Buy
2,600
+1,400
+117% +$183K ﹤0.01% 974
2019
Q4 		$174K Hold
1,200
– – ﹤0.01% 1275
2019
Q3 		$163K Buy
1,200
+1,000
+500% +$132K ﹤0.01% 1251
2019
Q2 		$31K Hold
200
– – ﹤0.01% 1347
2019
Q1 		$30K Buy
+200
New +$28.3K ﹤0.01% 1247

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. 336 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.
  • 336 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.