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 Q2	$1.91M	Sell	64,336 -1,190	-2%	-$40.6K	﹤0.01%	4873
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	Buy	43,300 +17,500	+68%	+$226K	﹤0.01%	5194
2023 Q4	$239K	Buy	+25,800	New	+$232K	﹤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 New York $164B AUM 112.45% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley's IPX Position: Q2 2026 in Review

Morgan Stanley reduced its IperionX (IPX) stake by 1.8% in Q2 2026, selling an estimated $40.6K and leaving 64,336 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #4873.

Morgan Stanley first reported a position in IPX in Q3 2022 and has held it in 13 quarters since. The position peaked at $4.72M in Q4 2025. 58 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

Morgan Stanley held 64,336 shares of IperionX worth $1.91M as of Q2 2026.
Morgan Stanley sold 1,190 IperionX shares in Q2 2026, an estimated $40.6K.
IperionX made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4873 holding.
Morgan Stanley first reported a position in IperionX in Q3 2022 and has held it in 13 quarters since.
Morgan Stanley's IperionX position peaked at $4.72M in Q4 2025.
58 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

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