Osaic Holdings’s IperionX IPX Stock Holding History

Osaic Holdings’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	$680K	Buy	22,880 +10	+0%	+$341	﹤0.01%	3384
2026 Q1	$596K	Buy	22,870 +9,405	+70%	+$399K	﹤0.01%	3183
2025 Q4	$487K	Sell	13,465 -14,860	-52%	-$608K	﹤0.01%	3363
2025 Q3	$1.4M	Sell	28,325 -42,000	-60%	-$1.7M	﹤0.01%	2492
2025 Q2	$2.22M	Buy	70,325 +5,000	+8%	+$113K	﹤0.01%	1813
2025 Q1	$1.18M	Buy	+65,325	New	+$1.63M	﹤0.01%	2105
2024 Q2	–	Sell	-200	Closed	-$2.98K	–	7515
2024 Q1	$2.98K	Buy	+200	New	+$2.58K	﹤0.01%	6312
2023 Q3	–	Sell	-225,250	Closed	-$1.77M	–	7457
2023 Q2	$1.77M	Hold	225,250	–	–	﹤0.01%	1985
2023 Q1	$1.19M	Hold	225,250	–	–	﹤0.01%	2285
2022 Q4	$1.01M	Buy	+225,250	New	+$1.15M	﹤0.01%	2347

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's IPX Position: Q2 2026 in Review

Osaic Holdings increased its IperionX (IPX) stake by 0.04% in Q2 2026, buying an estimated $341 and bringing the position to 22,880 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #3384.

Osaic Holdings first reported a position in IPX in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.22M in Q2 2025. 58 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

Osaic Holdings held 22,880 shares of IperionX worth $680K as of Q2 2026.
Osaic Holdings bought 10 IperionX shares in Q2 2026, an estimated $341.
IperionX made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3384 holding.
Osaic Holdings first reported a position in IperionX in Q4 2022 and has held it in 10 quarters since.
Osaic Holdings's IperionX position peaked at $2.22M in Q2 2025.
58 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.