FORA Capital’s IPG Photonics IPGP Stock Holding History

FORA Capital’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	$328K	Buy	+2,864	New	+$311K	0.02%	357
2024 Q2	–	Sell	-5,054	Closed	-$458K	–	453
2024 Q1	$458K	Buy	+5,054	New	+$475K	0.04%	343
2023 Q3	–	Sell	-2,187	Closed	-$297K	–	524
2023 Q2	$297K	Buy	+2,187	New	+$258K	0.04%	281
2021 Q3	–	Sell	-1,035	Closed	-$218K	–	602
2021 Q2	$218K	Buy	+1,035	New	+$218K	0.04%	421
2021 Q1	–	Sell	-2,669	Closed	-$597K	–	928
2020 Q4	$597K	Buy	+2,669	New	+$535K	0.09%	247
2020 Q3	–	Sell	-1,162	Closed	-$186K	–	809
2020 Q2	$186K	Buy	+1,162	New	+$165K	0.06%	358

Other funds holding IPGP

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

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

FORA Capital's IPGP Position: Q1 2026 in Review

FORA Capital opened a new position in IPG Photonics (IPGP) in Q1 2026: 2,864 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #357 among its holdings. This is a return to the name: FORA Capital previously reported a position in IPGP as recently as Q1 2024.

FORA Capital first reported a position in IPGP in Q2 2020 and has held it in 6 quarters since. The position peaked at $597K in Q4 2020. 335 funds tracked by Wall St. Rank hold IPGP as of Q1 2026.

FORA Capital held 2,864 shares of IPG Photonics worth $328K as of Q1 2026.
IPG Photonics was a new FORA Capital position in Q1 2026.
IPG Photonics made up 0.02% of FORA Capital's portfolio in Q1 2026, its #357 holding.
FORA Capital first reported a position in IPG Photonics in Q2 2020 and has held it in 6 quarters since.
FORA Capital's IPG Photonics position peaked at $597K in Q4 2020.
335 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.