State Street’s Ideal Power IPWR Stock Holding History

State Street’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	$218K	Buy	40,747 +18,900	+87%	+$96.2K	﹤0.01%	3803
2026 Q1	$61.8K	Hold	21,847	–	–	﹤0.01%	4098
2025 Q4	$67.5K	Hold	21,847	–	–	﹤0.01%	4114
2025 Q3	$110K	Hold	21,847	–	–	﹤0.01%	4036
2025 Q2	$99K	Hold	21,847	–	–	﹤0.01%	3974
2025 Q1	$114K	Hold	21,847	–	–	﹤0.01%	3947
2024 Q4	$165K	Buy	21,847 +2,700	+14%	+$19.1K	﹤0.01%	3890
2024 Q3	$157K	Hold	19,147	–	–	﹤0.01%	3875
2024 Q2	$135K	Buy	19,147 +1,100	+6%	+$8.24K	﹤0.01%	3925
2024 Q1	$161K	Hold	18,047	–	–	﹤0.01%	3923
2023 Q4	$140K	Hold	18,047	–	–	﹤0.01%	3973
2023 Q3	$177K	Hold	18,047	–	–	﹤0.01%	3972
2023 Q2	$213K	Hold	18,047	–	–	﹤0.01%	3989
2023 Q1	$189K	Hold	18,047	–	–	﹤0.01%	4097
2022 Q4	$192K	Hold	18,047	–	–	﹤0.01%	4116
2022 Q3	$187K	Hold	18,047	–	–	﹤0.01%	4177
2022 Q2	$221K	Hold	18,047	–	–	﹤0.01%	4147
2022 Q1	$159K	Buy	18,047 +1,319	+8%	+$11.8K	﹤0.01%	4465
2021 Q4	$202K	Hold	16,728	–	–	﹤0.01%	4347
2021 Q3	$255K	Sell	16,728 -11,300	-40%	-$169K	﹤0.01%	4264
2021 Q2	$356K	Buy	+28,028	New	+$304K	﹤0.01%	3984

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

State Street's IPWR Position: Q2 2026 in Review

State Street increased its Ideal Power (IPWR) stake by 87% in Q2 2026, buying an estimated $96.2K and bringing the position to 40,747 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3803.

State Street first reported a position in IPWR in Q2 2021 and has held it in 21 quarters since. The position peaked at $356K in Q2 2021. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

State Street held 40,747 shares of Ideal Power worth $218K as of Q2 2026.
State Street bought 18,900 Ideal Power shares in Q2 2026, an estimated $96.2K.
Ideal Power made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3803 holding.
State Street first reported a position in Ideal Power in Q2 2021 and has held it in 21 quarters since.
State Street's Ideal Power position peaked at $356K in Q2 2021.
43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.