Creative Planning’s IPG Photonics IPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.06M | Buy |
17,960
+2,017
| +13% | +$219K | ﹤0.01% | 1874 |
|
|
2025
Q4 | $1.14M | Buy |
15,943
+786
| +5% | +$64.1K | ﹤0.01% | 2177 |
|
|
2025
Q3 | $1.2M | Buy |
15,157
+2,849
| +23% | +$223K | ﹤0.01% | 1949 |
|
|
2025
Q2 | $845K | Buy |
12,308
+2,736
| +29% | +$171K | ﹤0.01% | 2002 |
|
|
2025
Q1 | $604K | Buy |
9,572
+2,412
| +34% | +$162K | ﹤0.01% | 2117 |
|
|
2024
Q4 | $521K | Buy |
7,160
+1,089
| +18% | +$83.6K | ﹤0.01% | 2182 |
|
|
2024
Q3 | $451K | Buy |
6,071
+2,931
| +93% | +$219K | ﹤0.01% | 2197 |
|
|
2024
Q2 | $265K | Sell |
3,140
-1,421
| -31% | -$123K | ﹤0.01% | 2457 |
|
|
2024
Q1 | $414K | Buy |
4,561
+2,346
| +106% | +$220K | ﹤0.01% | 2004 |
|
|
2023
Q4 | $240K | Hold |
2,215
| – | – | ﹤0.01% | 2267 |
|
|
2023
Q3 | $225K | Buy |
2,215
+260
| +13% | +$29.3K | ﹤0.01% | 2154 |
|
|
2023
Q2 | $266K | Buy |
1,955
+78
| +4% | +$9.19K | ﹤0.01% | 2002 |
|
|
2023
Q1 | $231K | Buy |
+1,877
| New | +$217K | ﹤0.01% | 2008 |
|
|
2022
Q4 | – | Sell |
-2,488
| Closed | -$210K | – | 2547 |
|
|
2022
Q3 | $210K | Buy |
+2,488
| New | +$236K | ﹤0.01% | 1876 |
|
|
2022
Q2 | – | Sell |
-1,866
| Closed | -$205K | – | 2407 |
|
|
2022
Q1 | $205K | Buy |
1,866
+552
| +42% | +$75.9K | ﹤0.01% | 1875 |
|
|
2021
Q4 | $226K | Sell |
1,314
-142
| -10% | -$23.5K | ﹤0.01% | 1801 |
|
|
2021
Q3 | $231K | Buy |
1,456
+139
| +11% | +$25.5K | ﹤0.01% | 1772 |
|
|
2021
Q2 | $278K | Sell |
1,317
-809
| -38% | -$170K | ﹤0.01% | 1606 |
|
|
2021
Q1 | $448K | Buy |
2,126
+323
| +18% | +$73.4K | ﹤0.01% | 1511 |
|
|
2020
Q4 | $403K | Buy |
1,803
+396
| +28% | +$79.3K | ﹤0.01% | 1443 |
|
|
2020
Q3 | $239K | Buy |
1,407
+7
| +0.5% | +$1.16K | ﹤0.01% | 1573 |
|
|
2020
Q2 | $224K | Sell |
1,400
-515
| -27% | -$73.3K | ﹤0.01% | 1467 |
|
|
2020
Q1 | $211K | Sell |
1,915
-241
| -11% | -$31.5K | ﹤0.01% | 1368 |
|
|
2019
Q4 | $312K | Sell |
2,156
-237
| -10% | -$33K | ﹤0.01% | 1381 |
|
|
2019
Q3 | $324K | Buy |
2,393
+403
| +20% | +$53.4K | ﹤0.01% | 1313 |
|
|
2019
Q2 | $307K | Sell |
1,990
-1,194
| -38% | -$181K | ﹤0.01% | 1352 |
|
|
2019
Q1 | $483K | Sell |
3,184
-241
| -7% | -$34.1K | ﹤0.01% | 1043 |
|
|
2018
Q4 | $388K | Sell |
3,425
-209
| -6% | -$27.8K | ﹤0.01% | 1089 |
|
|
2018
Q3 | $567K | Sell |
3,634
-6,296
| -63% | -$1.17M | ﹤0.01% | 1013 |
|
|
2018
Q2 | $2.19M | Sell |
9,930
-295
| -3% | -$69.6K | 0.01% | 445 |
|
|
2018
Q1 | $2.39M | Buy |
10,225
+4,402
| +76% | +$1.09M | 0.01% | 421 |
|
|
2017
Q4 | $1.25M | Sell |
5,823
-7,944
| -58% | -$1.69M | 0.01% | 617 |
|
|
2017
Q3 | $2.55M | Buy |
13,767
+8,060
| +141% | +$1.34M | 0.01% | 393 |
|
|
2017
Q2 | $828K | Buy |
5,707
+1,579
| +38% | +$212K | ﹤0.01% | 781 |
|
|
2017
Q1 | $498K | Sell |
4,128
-589
| -12% | -$66.6K | ﹤0.01% | 992 |
|
|
2016
Q4 | $466K | Sell |
4,717
-979
| -17% | -$91.3K | ﹤0.01% | 957 |
|
|
2016
Q3 | $469K | Buy |
5,696
+1,520
| +36% | +$127K | ﹤0.01% | 930 |
|
|
2016
Q2 | $334K | Buy |
4,176
+1,433
| +52% | +$126K | ﹤0.01% | 975 |
|
|
2016
Q1 | $264K | Sell |
2,743
-1,650
| -38% | -$140K | ﹤0.01% | 1075 |
|
|
2015
Q4 | $392K | Buy |
4,393
+1,752
| +66% | +$150K | ﹤0.01% | 873 |
|
|
2015
Q3 | $201K | Buy |
+2,641
| New | +$224K | ﹤0.01% | 1189 |
|
|
2015
Q2 | – | Sell |
-2,838
| Closed | -$263K | – | 2020 |
|
|
2015
Q1 | $263K | Buy |
2,838
+525
| +23% | +$45.3K | ﹤0.01% | 1061 |
|
|
2014
Q4 | $173K | Buy |
2,313
+811
| +54% | +$57.7K | ﹤0.01% | 1230 |
|
|
2014
Q3 | $103K | Buy |
1,502
+534
| +55% | +$36K | ﹤0.01% | 1455 |
|
|
2014
Q2 | $67K | Buy |
968
+178
| +23% | +$12K | ﹤0.01% | 1679 |
|
|
2014
Q1 | $56K | Buy |
790
+240
| +44% | +$16.9K | ﹤0.01% | 1726 |
|
|
2013
Q4 | $43K | Sell |
550
-100
| -15% | -$6.8K | ﹤0.01% | 1713 |
|
|
2013
Q3 | $37K | Hold |
650
| – | – | ﹤0.01% | 1704 |
|
|
2013
Q2 | $39K | Buy |
+650
| New | +$39.7K | ﹤0.01% | 1516 |
|
Other funds holding IPGP
VPM
VCM
WHG
Creative Planning's IPGP Position: Q1 2026 in Review
Creative Planning increased its IPG Photonics (IPGP) stake by 13% in Q1 2026, buying an estimated $219K and bringing the position to 17,960 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1874.
Creative Planning first reported a position in IPGP in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.55M in Q3 2017. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.
- Creative Planning held 17,960 shares of IPG Photonics worth $2.06M as of Q1 2026.
- Creative Planning bought 2,017 IPG Photonics shares in Q1 2026, an estimated $219K.
- IPG Photonics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1874 holding.
- Creative Planning first reported a position in IPG Photonics in Q2 2013 and has held it in 49 quarters since.
- Creative Planning's IPG Photonics position peaked at $2.55M in Q3 2017.
- 335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.