Westside Investment Management’s Ideal Power IPWR Stock Holding History

Westside Investment Management’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	–	Sell	-386	Closed	-$1.09K	–	1474
2026 Q1	$1.09K	Sell	386 -614	-61%	-$2.17K	﹤0.01%	1379
2025 Q4	$3.09K	Buy	+1,000	New	+$4.41K	﹤0.01%	1274
2025 Q3	–	Sell	-500	Closed	-$2.27K	–	1405
2025 Q2	$2.27K	Hold	500	–	–	﹤0.01%	1210
2025 Q1	$2.6K	Buy	+500	New	+$3.14K	﹤0.01%	869

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

Westside Investment Management's IPWR Position: Q2 2026 in Review

Westside Investment Management sold out of Ideal Power (IPWR) in Q2 2026, closing a stake of 386 shares — an estimated $1.09K sold.

Westside Investment Management first reported a position in IPWR in Q1 2025 and held it in 4 quarters. The position peaked at $3.09K in Q4 2025. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

Westside Investment Management reported no remaining Ideal Power position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 386 Ideal Power shares in Q2 2026, an estimated $1.09K.
Westside Investment Management first reported a position in Ideal Power in Q1 2025 and held it in 4 quarters.
Westside Investment Management's Ideal Power position peaked at $3.09K in Q4 2025.
43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.