Advisors Asset Management
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Advisors Asset Management’s Intrepid Potash IPI Stock Holding History

Advisors Asset Management’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$696K Buy
21,701
+9,501
+78% +$345K 0.01% 1006
2026
Q2 		$400K Buy
12,200
+5,468
+81% +$208K 0.01% 1032
2026
Q1 		$288K Buy
+6,732
New +$242K ﹤0.01% 1091
2024
Q3 		– Sell
-7,858
Closed -$184K – 1488
2024
Q2 		$184K Sell
7,858
-786
-9% -$18.1K ﹤0.01% 1127
2024
Q1 		$180K Sell
8,644
-11,512
-57% -$230K ﹤0.01% 1152
2023
Q4 		$482K Sell
20,156
-2,049
-9% -$43.3K 0.01% 899
2023
Q3 		$559K Sell
22,205
-115
-0.5% -$2.94K 0.01% 876
2023
Q2 		$506K Sell
22,320
-1,001
-4% -$22.6K 0.01% 927
2023
Q1 		$644K Sell
23,321
-1,204
-5% -$36.6K 0.01% 880
2022
Q4 		$708K Buy
24,525
+1,908
+8% +$70.7K 0.01% 863
2022
Q3 		$895K Buy
22,617
+6,583
+41% +$286K 0.02% 774
2022
Q2 		$726K Buy
16,034
+7,063
+79% +$514K 0.01% 846
2022
Q1 		$737K Buy
+8,971
New +$494K 0.01% 891
2014
Q3 		– Sell
-620
Closed -$104K – 1810
2014
Q2 		$104K Sell
620
-185
-23% -$29.7K ﹤0.01% 1454
2014
Q1 		$125K Sell
805
-41
-5% -$6.26K ﹤0.01% 1380
2013
Q4 		$134K Sell
846
-33
-4% -$5.12K ﹤0.01% 1315
2013
Q3 		$138K Sell
879
-144
-14% -$22.1K ﹤0.01% 1238
2013
Q2 		$195K Buy
+1,023
New +$188K ﹤0.01% 1114

Other funds holding IPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return

Advisors Asset Management's IPI Position: Q3 2026 in Review

Advisors Asset Management increased its Intrepid Potash (IPI) stake by 78% in Q3 2026, buying an estimated $345K and bringing the position to 21,701 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #1006.

Advisors Asset Management first reported a position in IPI in Q2 2013 and has held it in 18 quarters since. The position peaked at $895K in Q3 2022. 76 funds tracked by Wall St. Rank hold IPI as of Q3 2026.

  • Advisors Asset Management held 21,701 shares of Intrepid Potash worth $696K as of Q3 2026.
  • Advisors Asset Management bought 9,501 Intrepid Potash shares in Q3 2026, an estimated $345K.
  • Intrepid Potash made up 0.01% of Advisors Asset Management's portfolio in Q3 2026, its #1006 holding.
  • Advisors Asset Management first reported a position in Intrepid Potash in Q2 2013 and has held it in 18 quarters since.
  • Advisors Asset Management's Intrepid Potash position peaked at $895K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2026.

Based on Advisors Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.