Bailard’s Ideal Power IPWR Stock Holding History

Bailard’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$109K	Hold	20,365	–	–	﹤0.01%	757
2026 Q1	$57.6K	Hold	20,365	–	–	﹤0.01%	735
2025 Q4	$62.9K	Sell	20,365 -2,175	-10%	-$9.58K	﹤0.01%	740
2025 Q3	$113K	Hold	22,540	–	–	﹤0.01%	761
2025 Q2	$102K	Sell	22,540 -202	-0.9%	-$977	﹤0.01%	737
2025 Q1	$118K	Buy	22,742 +202	+0.9%	+$1.27K	﹤0.01%	716
2024 Q4	$170K	Sell	22,540 -375	-2%	-$2.65K	﹤0.01%	698
2024 Q3	$188K	Sell	22,915 -2,700	-11%	-$20.9K	﹤0.01%	714
2024 Q2	$181K	Buy	25,615 +3,100	+14%	+$23.2K	0.01%	693
2024 Q1	$200K	Hold	22,515	–	–	0.01%	694
2023 Q4	$175K	Hold	22,515	–	–	0.01%	670
2023 Q3	$218K	Buy	22,515 +3,181	+16%	+$35.2K	0.01%	643
2023 Q2	$228K	Buy	19,334 +1,388	+8%	+$14.5K	0.01%	597
2023 Q1	$188K	Hold	17,946	–	–	0.01%	662
2022 Q4	$191K	Buy	+17,946	New	+$202K	0.01%	659

Other funds holding IPWR

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bailard's IPWR Position: Q2 2026 in Review

Bailard held its Ideal Power (IPWR) position steady in Q2 2026 at 20,365 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Bailard first reported a position in IPWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $228K in Q2 2023. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

Bailard held 20,365 shares of Ideal Power worth $109K as of Q2 2026.
Bailard left its Ideal Power share count unchanged in Q2 2026.
Ideal Power made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #757 holding.
Bailard first reported a position in Ideal Power in Q4 2022 and has held it in 15 quarters since.
Bailard's Ideal Power position peaked at $228K in Q2 2023.
43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.