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EverSource Wealth Advisors’s Intrepid Potash IPI Stock Holding History

EverSource Wealth Advisors’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
Q2 		$164 Sell
5
-100
-95% -$3.8K ﹤0.01% 4265
2026
Q1 		$4.49K Sell
105
-73
-41% -$2.62K ﹤0.01% 3315
2025
Q4 		$4.94K Sell
178
-600
-77% -$16.1K ﹤0.01% 3127
2025
Q3 		$23.8K Sell
778
-41
-5% -$1.29K ﹤0.01% 2240
2025
Q2 		$29.3K Buy
819
+544
+198% +$18.5K ﹤0.01% 1996
2025
Q1 		$8.08K Hold
275
– – ﹤0.01% 2232
2024
Q4 		$6.03K Hold
275
– – ﹤0.01% 2261
2024
Q3 		$6.6K Hold
275
– – ﹤0.01% 2099
2024
Q2 		$7.17K Hold
275
– – ﹤0.01% 2048
2024
Q1 		$5.53K Buy
+275
New +$5.49K ﹤0.01% 2003

Other funds holding IPI

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EverSource Wealth Advisors's IPI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Intrepid Potash (IPI) stake by 95% in Q2 2026, selling an estimated $3.8K and leaving 5 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #4265.

EverSource Wealth Advisors first reported a position in IPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.3K in Q2 2025. 46 funds tracked by Wall St. Rank hold IPI as of Q2 2026.

  • EverSource Wealth Advisors held 5 shares of Intrepid Potash worth $164 as of Q2 2026.
  • EverSource Wealth Advisors sold 100 Intrepid Potash shares in Q2 2026, an estimated $3.8K.
  • Intrepid Potash made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4265 holding.
  • EverSource Wealth Advisors first reported a position in Intrepid Potash in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Intrepid Potash position peaked at $29.3K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.