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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
Q1 		$288K Buy
+6,732
New +$242K ﹤0.01% 1091
2024
Q3 		– Sell
-7,858
Closed -$184K – 1484
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% 898
2023
Q3 		$559K Sell
22,205
-115
-0.5% -$2.94K 0.01% 875
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% 879
2022
Q4 		$708K Buy
24,525
+1,908
+8% +$70.7K 0.01% 862
2022
Q3 		$895K Buy
22,617
+6,583
+41% +$286K 0.02% 770
2022
Q2 		$726K Buy
16,034
+7,063
+79% +$514K 0.01% 843
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% -$5.13K ﹤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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Asset Management's IPI Position: Q1 2026 in Review

Advisors Asset Management opened a new position in Intrepid Potash (IPI) in Q1 2026: 6,732 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in IPI as recently as Q2 2024.

Advisors Asset Management first reported a position in IPI in Q2 2013 and has held it in 16 quarters since. The position peaked at $895K in Q3 2022. 162 funds tracked by Wall St. Rank hold IPI as of Q1 2026.

  • Advisors Asset Management held 6,732 shares of Intrepid Potash worth $288K as of Q1 2026.
  • Intrepid Potash was a new Advisors Asset Management position in Q1 2026.
  • Intrepid Potash made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1091 holding.
  • Advisors Asset Management first reported a position in Intrepid Potash in Q2 2013 and has held it in 16 quarters since.
  • Advisors Asset Management's Intrepid Potash position peaked at $895K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.