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Rise Advisors’s Intrepid Potash IPI Stock Holding History

Rise Advisors’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-20
Closed -$612 – 746
2025
Q3 		$612 Hold
20
– – ﹤0.01% 1362
2025
Q2 		$715 Sell
20
-19
-49% -$648 ﹤0.01% 1339
2025
Q1 		$1.15K Buy
+39
New +$1.03K ﹤0.01% 1222

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Rise Advisors's IPI Position: Q4 2025 in Review

Rise Advisors sold out of Intrepid Potash (IPI) in Q4 2025, closing a stake of 20 shares — an estimated $612 sold.

Rise Advisors first reported a position in IPI in Q1 2025 and held it in 3 quarters. The position peaked at $1.15K in Q1 2025. 130 funds tracked by Wall St. Rank hold IPI as of Q4 2025.

  • Rise Advisors reported no remaining Intrepid Potash position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 20 Intrepid Potash shares in Q4 2025, an estimated $612.
  • Rise Advisors first reported a position in Intrepid Potash in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Intrepid Potash position peaked at $1.15K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.