Steward Partners Investment Advisory’s Intrepid Potash IPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.9K | Hold |
333
| – | – | ﹤0.01% | 3694 |
|
|
2026
Q1 | $14.2K | Hold |
333
| – | – | ﹤0.01% | 3397 |
|
|
2025
Q4 | $9.23K | Hold |
333
| – | – | ﹤0.01% | 3472 |
|
|
2025
Q3 | $10.2K | Hold |
333
| – | – | ﹤0.01% | 3398 |
|
|
2025
Q2 | $11.9K | Buy |
333
+83
| +33% | +$2.83K | ﹤0.01% | 3134 |
|
|
2025
Q1 | $7.35K | Hold |
250
| – | – | ﹤0.01% | 3239 |
|
|
2024
Q4 | $5.48K | Hold |
250
| – | – | ﹤0.01% | 3332 |
|
|
2024
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 3125 |
|
|
2024
Q2 | $5.86K | Hold |
250
| – | – | ﹤0.01% | 2992 |
|
|
2024
Q1 | $5.21K | Hold |
250
| – | – | ﹤0.01% | 3033 |
|
|
2023
Q4 | $5.97K | Hold |
250
| – | – | ﹤0.01% | 2897 |
|
|
2023
Q3 | $6.29K | Sell |
250
-416
| -62% | -$10.7K | ﹤0.01% | 2747 |
|
|
2023
Q2 | $15.1K | Hold |
666
| – | – | ﹤0.01% | 2424 |
|
|
2023
Q1 | $18.4K | Hold |
666
| – | – | ﹤0.01% | 2279 |
|
|
2022
Q4 | $19.2K | Hold |
666
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q3 | $26K | Hold |
666
| – | – | ﹤0.01% | 2091 |
|
|
2022
Q2 | $30K | Sell |
666
-200
| -23% | -$14.6K | ﹤0.01% | 2034 |
|
|
2022
Q1 | $71K | Buy |
866
+416
| +92% | +$22.9K | ﹤0.01% | 1746 |
|
|
2021
Q4 | $19K | Buy |
450
+200
| +80% | +$8.51K | ﹤0.01% | 2343 |
|
|
2021
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 2677 |
|
|
2021
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 6315 |
|
|
2021
Q1 | $8.14K | Hold |
250
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 2464 |
|
|
2020
Q3 | $2K | Sell |
250
-20
| -7% | -$190 | ﹤0.01% | 2576 |
|
|
2020
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 2388 |
|
|
2020
Q1 | $2K | Hold |
270
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q4 | $7K | Hold |
270
| – | – | ﹤0.01% | 2146 |
|
|
2019
Q3 | $8K | Hold |
270
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q2 | $9K | Buy |
+270
| New | +$9.41K | ﹤0.01% | 2023 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$9K | – | 1440 |
|
|
2018
Q3 | $9K | Sell |
250
-100
| -29% | -$3.66K | ﹤0.01% | 1921 |
|
|
2018
Q2 | $14K | Buy |
350
+100
| +40% | +$4.37K | ﹤0.01% | 1612 |
|
|
2018
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 1609 |
|
|
2017
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 1322 |
|
|
2017
Q3 | $10K | Buy |
250
+150
| +150% | +$5.06K | ﹤0.01% | 1106 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1421 |
|
|
2017
Q1 | $1K | Buy |
+100
| New | +$1.93K | ﹤0.01% | 1413 |
|
Other funds holding IPI
VCM
GRA
VPM
Steward Partners Investment Advisory's IPI Position: Q2 2026 in Review
Steward Partners Investment Advisory held its Intrepid Potash (IPI) position steady in Q2 2026 at 333 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.
Steward Partners Investment Advisory first reported a position in IPI in Q1 2017 and has held it in 36 quarters since. The position peaked at $71K in Q1 2022. 109 funds tracked by Wall St. Rank hold IPI as of Q2 2026.
- Steward Partners Investment Advisory held 333 shares of Intrepid Potash worth $10.9K as of Q2 2026.
- Steward Partners Investment Advisory left its Intrepid Potash share count unchanged in Q2 2026.
- Intrepid Potash made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3694 holding.
- Steward Partners Investment Advisory first reported a position in Intrepid Potash in Q1 2017 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Intrepid Potash position peaked at $71K in Q1 2022.
- 109 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.