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 Q3	$179K	Buy	45,647 +4,900	+12%	+$21.7K	﹤0.01%	3944
2026 Q2	$218K	Buy	40,747 +18,900	+87%	+$96.2K	﹤0.01%	3874
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

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

State Street's IPWR Position: Q3 2026 in Review

State Street increased its Ideal Power (IPWR) stake by 12% in Q3 2026, buying an estimated $21.7K and bringing the position to 45,647 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

State Street first reported a position in IPWR in Q2 2021 and has held it in 22 quarters since. The position peaked at $356K in Q2 2021. 26 funds tracked by Wall St. Rank hold IPWR as of Q3 2026.

State Street held 45,647 shares of Ideal Power worth $179K as of Q3 2026.
State Street bought 4,900 Ideal Power shares in Q3 2026, an estimated $21.7K.
Ideal Power made up ﹤0.01% of State Street's portfolio in Q3 2026, its #3944 holding.
State Street first reported a position in Ideal Power in Q2 2021 and has held it in 22 quarters since.
State Street's Ideal Power position peaked at $356K in Q2 2021.
26 funds tracked by Wall St. Rank held Ideal Power as of Q3 2026.

Based on State Street's 13F filing for Q3 2026, filed 12 Nov 2026.