Osaic Holdings’s Ideal Power IPWR Stock Holding History

Osaic Holdings’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	$1.61K	Hold	300	–	–	﹤0.01%	7339
2026 Q1	$849	Hold	300	–	–	﹤0.01%	7312
2025 Q4	$927	Hold	300	–	–	﹤0.01%	7299
2025 Q3	$1.57K	Hold	300	–	–	﹤0.01%	7212
2025 Q2	$1.36K	Sell	300 -4	-1%	-$19	﹤0.01%	7064
2025 Q1	$1.58K	Hold	304	–	–	﹤0.01%	6685
2024 Q4	$2.29K	Hold	304	–	–	﹤0.01%	6557
2024 Q3	$2.49K	Hold	304	–	–	﹤0.01%	6518
2024 Q2	$2.15K	Hold	304	–	–	﹤0.01%	6576
2024 Q1	$2.71K	Buy	304 +4	+1%	+$36	﹤0.01%	6351
2023 Q4	$2.33K	Sell	300 -300	-50%	-$2.55K	﹤0.01%	6487
2023 Q3	$5.82K	Buy	600 +300	+100%	+$3.32K	﹤0.01%	6204
2023 Q2	$3.54K	Hold	300	–	–	﹤0.01%	6460
2023 Q1	$3.13K	Hold	300	–	–	﹤0.01%	6544
2022 Q4	$3K	Buy	+300	New	+$3.38K	﹤0.01%	6510

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

Osaic Holdings's IPWR Position: Q2 2026 in Review

Osaic Holdings held its Ideal Power (IPWR) position steady in Q2 2026 at 300 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #7339.

Osaic Holdings first reported a position in IPWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.82K in Q3 2023. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

Osaic Holdings held 300 shares of Ideal Power worth $1.61K as of Q2 2026.
Osaic Holdings left its Ideal Power share count unchanged in Q2 2026.
Ideal Power made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7339 holding.
Osaic Holdings first reported a position in Ideal Power in Q4 2022 and has held it in 15 quarters since.
Osaic Holdings's Ideal Power position peaked at $5.82K in Q3 2023.
43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.