UBS Group
IPWR icon

UBS Group’s Ideal Power IPWR Stock Holding History

UBS Group’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 		$19.6K Sell
3,661
-18,748
-84% -$95.4K ﹤0.01% 8174
2026
Q1 		$63.4K Sell
22,409
-237
-1% -$839 ﹤0.01% 7239
2025
Q4 		$70K Sell
22,646
-32,287
-59% -$142K ﹤0.01% 7070
2025
Q3 		$276K Buy
54,933
+3,987
+8% +$20.6K ﹤0.01% 6485
2025
Q2 		$231K Sell
50,946
-392
-0.8% -$1.9K ﹤0.01% 6631
2025
Q1 		$267K Buy
51,338
+2,320
+5% +$14.6K ﹤0.01% 6339
2024
Q4 		$370K Buy
49,018
+536
+1% +$3.79K ﹤0.01% 6054
2024
Q3 		$398K Buy
48,482
+264
+0.5% +$2.04K ﹤0.01% 5391
2024
Q2 		$340K Buy
48,218
+347
+0.7% +$2.6K ﹤0.01% 5293
2024
Q1 		$426K Sell
47,871
-4,135
-8% -$37.3K ﹤0.01% 5331
2023
Q4 		$404K Buy
52,006
+1,937
+4% +$16.5K ﹤0.01% 5266
2023
Q3 		$485K Sell
50,069
-637
-1% -$7.05K ﹤0.01% 4671
2023
Q2 		$598K Sell
50,706
-192
-0.4% -$2K ﹤0.01% 4672
2023
Q1 		$532K Buy
50,898
+559
+1% +$6.5K ﹤0.01% 4637
2022
Q4 		$539K Sell
50,339
-2,460
-5% -$27.7K ﹤0.01% 4641
2022
Q3 		$547K Buy
52,799
+1,340
+3% +$16.5K ﹤0.01% 4257
2022
Q2 		$630K Buy
51,459
+1,162
+2% +$11.9K ﹤0.01% 4082
2022
Q1 		$443K Sell
50,297
-4,364
-8% -$38.9K ﹤0.01% 4776
2021
Q4 		$659K Buy
54,661
+13,187
+32% +$176K ﹤0.01% 4754
2021
Q3 		$632K Buy
41,474
+103
+0.2% +$1.54K ﹤0.01% 4549
2021
Q2 		$525K Buy
41,371
+34,071
+467% +$369K ﹤0.01% 4692
2021
Q1 		$97K Buy
7,300
+5,702
+357% +$86.2K ﹤0.01% 5990
2020
Q4 		$13K Sell
1,598
-1,622
-50% -$11.6K ﹤0.01% 7276
2020
Q3 		$20K Buy
3,220
+2,707
+528% +$18.2K ﹤0.01% 6309
2020
Q2 		$3K Buy
513
+141
+38% +$409 ﹤0.01% 7539
2020
Q1 		$1K Sell
372
-6,613
-95% -$15.3K ﹤0.01% 7768
2019
Q4 		$16K Buy
6,985
+6,535
+1,452% +$16.7K ﹤0.01% 7028
2019
Q3 		$1K Sell
450
-1,973
-81% -$7.1K ﹤0.01% 7838
2019
Q2 		$8K Buy
+2,423
New +$9.59K ﹤0.01% 7188
2019
Q1 		– Sell
-6,899
Closed -$17K – 7915
2018
Q4 		$17K Buy
6,899
+6,543
+1,838% +$27.7K ﹤0.01% 6907
2018
Q3 		$2K Buy
+356
New +$2.82K ﹤0.01% 7741
2017
Q4 		– Sell
-317
Closed -$8K – 7965
2017
Q3 		$8K Buy
317
+38
+14% +$947 ﹤0.01% 6993
2017
Q2 		$6K Buy
+279
New +$6.73K ﹤0.01% 7050
2016
Q4 		– Sell
-41
Closed -$2K – 7886
2016
Q3 		$2K Sell
41
-591
-94% -$30.4K ﹤0.01% 7405
2016
Q2 		$31K Buy
632
+332
+111% +$15.8K ﹤0.01% 5905
2016
Q1 		$14K Buy
300
+36
+14% +$1.87K ﹤0.01% 6449
2015
Q4 		$21K Buy
264
+171
+184% +$13.5K ﹤0.01% 6712
2015
Q3 		$6K Buy
+93
New +$7.09K ﹤0.01% 7599
2015
Q1 		– Sell
-297
Closed -$22K – 9048
2014
Q4 		$22K Buy
+297
New +$21.3K ﹤0.01% 7513

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Stifel Financial
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
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's IPWR Position: Q2 2026 in Review

UBS Group reduced its Ideal Power (IPWR) stake by 84% in Q2 2026, selling an estimated $95.4K and leaving 3,661 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #8174.

UBS Group first reported a position in IPWR in Q4 2014 and has held it in 39 quarters since. The position peaked at $659K in Q4 2021. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

  • UBS Group held 3,661 shares of Ideal Power worth $19.6K as of Q2 2026.
  • UBS Group sold 18,748 Ideal Power shares in Q2 2026, an estimated $95.4K.
  • Ideal Power made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8174 holding.
  • UBS Group first reported a position in Ideal Power in Q4 2014 and has held it in 39 quarters since.
  • UBS Group's Ideal Power position peaked at $659K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.