Morgan Stanley
IPX

Morgan Stanley’s IperionX IPX Stock Holding History

Morgan Stanley’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Sell
65,526
-64,980
-50% -$2.76M ﹤0.01% 4863
2025
Q4 		$4.72M Buy
130,506
+75,034
+135% +$3.07M ﹤0.01% 4222
2025
Q3 		$2.74M Buy
55,472
+48,833
+736% +$1.98M ﹤0.01% 4587
2025
Q2 		$209K Sell
6,639
-31,758
-83% -$716K ﹤0.01% 5832
2025
Q1 		$691K Buy
38,397
+22,647
+144% +$566K ﹤0.01% 5179
2024
Q4 		$542K Sell
15,750
-16,850
-52% -$439K ﹤0.01% 5387
2024
Q3 		$726K Sell
32,600
-10,400
-24% -$170K ﹤0.01% 5226
2024
Q2 		$599K Sell
43,000
-300
-0.7% -$4.29K ﹤0.01% 5204
2024
Q1 		$646K Sell
43,300
-8,300
-16% -$107K ﹤0.01% 5194
2023
Q4 		$478K Buy
+51,600
New +$463K ﹤0.01% 5630
2023
Q2 		– Sell
-100
Closed -$512 – 7682
2023
Q1 		$512 Buy
+100
New +$582 ﹤0.01% 7435
2022
Q4 		– Sell
-600
Closed -$3K – 7925
2022
Q3 		$3K Buy
+600
New +$3.55K ﹤0.01% 7387

Other funds holding IPX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Morgan Stanley's IPX Position: Q1 2026 in Review

Morgan Stanley reduced its IperionX (IPX) stake by 50% in Q1 2026, selling an estimated $2.76M and leaving 65,526 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #4863.

Morgan Stanley first reported a position in IPX in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.72M in Q4 2025. 45 funds tracked by Wall St. Rank hold IPX as of Q1 2026.

  • Morgan Stanley held 65,526 shares of IperionX worth $1.71M as of Q1 2026.
  • Morgan Stanley sold 64,980 IperionX shares in Q1 2026, an estimated $2.76M.
  • IperionX made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4863 holding.
  • Morgan Stanley first reported a position in IperionX in Q3 2022 and has held it in 12 quarters since.
  • Morgan Stanley's IperionX position peaked at $4.72M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held IperionX as of Q1 2026.

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