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Tortoise Investment Management’s IPG Photonics IPGP Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-1
Closed -$79 – 813
2025
Q3 		$79 Buy
+1
New +$78 ﹤0.01% 1423
2020
Q1 		– Sell
-6
Closed -$1K – 580
2019
Q4 		$1K Hold
6
– – ﹤0.01% 570
2019
Q3 		$1K Hold
6
– – ﹤0.01% 571
2019
Q2 		$1K Hold
6
– – ﹤0.01% 605
2019
Q1 		$1K Buy
+6
New +$849 ﹤0.01% 599

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tortoise Investment Management's IPGP Position: Q4 2025 in Review

Tortoise Investment Management sold out of IPG Photonics (IPGP) in Q4 2025, closing a stake of 1 share — an estimated $79 sold.

Tortoise Investment Management first reported a position in IPGP in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 298 funds tracked by Wall St. Rank hold IPGP as of Q4 2025.

  • Tortoise Investment Management reported no remaining IPG Photonics position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 IPG Photonics share in Q4 2025, an estimated $79.
  • Tortoise Investment Management first reported a position in IPG Photonics in Q1 2019 and held it in 5 quarters.
  • Tortoise Investment Management's IPG Photonics position peaked at $1K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.