Covestor’s Intrepid Potash IPI Stock Holding History

Covestor’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	$0	Hold	3	–	–	﹤0.01%	2514
2025 Q4	$0	Hold	3	–	–	﹤0.01%	2488
2025 Q3	$0	Hold	3	–	–	﹤0.01%	2505
2025 Q2	$0	Sell	3 -1	-25%	-$34	﹤0.01%	2458
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2463
2024 Q4	$0	Buy	4 +1	+33%	+$25	﹤0.01%	2473
2024 Q3	$0	Sell	3 -1,691	-100%	-$40.2K	﹤0.01%	2454
2024 Q2	$40K	Sell	1,694 -31	-2%	-$713	0.03%	950
2024 Q1	$36K	Sell	1,725 -2	-0.1%	-$40	0.02%	1001
2023 Q4	$41K	Sell	1,727 -290	-14%	-$6.13K	0.03%	936
2023 Q3	$51K	Buy	2,017 +59	+3%	+$1.51K	0.04%	762
2023 Q2	$44K	Buy	1,958 +266	+16%	+$6.02K	0.03%	836
2023 Q1	$47K	Sell	1,692 -180	-10%	-$5.48K	0.04%	734
2022 Q4	$54K	Hold	1,872	–	–	0.04%	698
2022 Q3	$74K	Sell	1,872 -35	-2%	-$1.52K	0.07%	524
2022 Q2	$87K	Buy	1,907 +37	+2%	+$2.69K	0.07%	491
2022 Q1	$154K	Buy	+1,870	New	+$103K	0.1%	260

Other funds holding IPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Covestor's IPI Position: Q1 2026 in Review

Covestor held its Intrepid Potash (IPI) position steady in Q1 2026 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Covestor first reported a position in IPI in Q1 2022 and has held it in 17 quarters since. The position peaked at $154K in Q1 2022. 162 funds tracked by Wall St. Rank hold IPI as of Q1 2026.

Covestor held 3 shares of Intrepid Potash worth $0 as of Q1 2026.
Covestor left its Intrepid Potash share count unchanged in Q1 2026.
Intrepid Potash made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2514 holding.
Covestor first reported a position in Intrepid Potash in Q1 2022 and has held it in 17 quarters since.
Covestor's Intrepid Potash position peaked at $154K in Q1 2022.
162 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.