Morgan Stanley
IONR

Morgan Stanley’s Ioneer IONR Stock Holding History

Morgan Stanley’s Portfolio IONR Stock Details IONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5K Sell
4,105
-56,800
-93% -$254K ﹤0.01% 6778
2025
Q4 		$292K Buy
60,905
+51,305
+534% +$252K ﹤0.01% 5763
2025
Q3 		$42.9K Buy
9,600
+6,100
+174% +$20.4K ﹤0.01% 6458
2025
Q2 		$9.13K Buy
3,500
+2,100
+150% +$7.1K ﹤0.01% 6879
2025
Q1 		$5.47K Sell
1,400
-13,400
-91% -$56.6K ﹤0.01% 6967
2024
Q4 		$59.1K Buy
+14,800
New +$84.8K ﹤0.01% 6238
2024
Q3 		– Sell
-3,000
Closed -$12K – 7983
2024
Q2 		$12K Sell
3,000
-3,079
-51% -$15.9K ﹤0.01% 6617
2024
Q1 		$26.1K Sell
6,079
-25,291
-81% -$94K ﹤0.01% 6415
2023
Q4 		$126K Buy
31,370
+16,370
+109% +$69.8K ﹤0.01% 6088
2023
Q3 		$88.8K Buy
15,000
+13,424
+852% +$98.4K ﹤0.01% 5948
2023
Q2 		$14.3K Buy
1,576
+1,120
+246% +$10K ﹤0.01% 6673
2023
Q1 		$3.62K Buy
+456
New +$4.92K ﹤0.01% 7129
2022
Q4 		– Sell
-109
Closed -$2K – 7924
2022
Q3 		$2K Buy
+109
New +$1.84K ﹤0.01% 7470

Other funds holding IONR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley's IONR Position: Q1 2026 in Review

Morgan Stanley reduced its Ioneer (IONR) stake by 93% in Q1 2026, selling an estimated $254K and leaving 4,105 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6778.

Morgan Stanley first reported a position in IONR in Q3 2022 and has held it in 13 quarters since. The position peaked at $292K in Q4 2025. 22 funds tracked by Wall St. Rank hold IONR as of Q1 2026.

  • Morgan Stanley held 4,105 shares of Ioneer worth $17.5K as of Q1 2026.
  • Morgan Stanley sold 56,800 Ioneer shares in Q1 2026, an estimated $254K.
  • Ioneer made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6778 holding.
  • Morgan Stanley first reported a position in Ioneer in Q3 2022 and has held it in 13 quarters since.
  • Morgan Stanley's Ioneer position peaked at $292K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Ioneer as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.