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
Q2 		$47K Buy
10,860
+6,755
+165% +$27.3K ﹤0.01% 6536
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
-9,606
-61% -$35.7K ﹤0.01% 6415
2023
Q4 		$62.9K Buy
15,685
+685
+5% +$2.92K ﹤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 $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Morgan Stanley's IONR Position: Q2 2026 in Review

Morgan Stanley increased its Ioneer (IONR) stake by 165% in Q2 2026, buying an estimated $27.3K and bringing the position to 10,860 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #6536.

Morgan Stanley first reported a position in IONR in Q3 2022 and has held it in 14 quarters since. The position peaked at $292K in Q4 2025. 33 funds tracked by Wall St. Rank hold IONR as of Q2 2026.

  • Morgan Stanley held 10,860 shares of Ioneer worth $47K as of Q2 2026.
  • Morgan Stanley bought 6,755 Ioneer shares in Q2 2026, an estimated $27.3K.
  • Ioneer made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6536 holding.
  • Morgan Stanley first reported a position in Ioneer in Q3 2022 and has held it in 14 quarters since.
  • Morgan Stanley's Ioneer position peaked at $292K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Ioneer as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.