STA
IPX

Summit Trail Advisors’s IperionX IPX Stock Holding History

Summit Trail Advisors’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 		$234K Buy
+7,862
New +$268K ﹤0.01% 1390
2026
Q1 		– Sell
-6,862
Closed -$248K – 1472
2025
Q4 		$248K Hold
6,862
– – ﹤0.01% 1240
2025
Q3 		$339K Buy
+6,862
New +$278K ﹤0.01% 1172

Other funds holding IPX

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Stifel Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's IPX Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in IperionX (IPX) in Q2 2026: 7,862 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in IPX as recently as Q4 2025.

Summit Trail Advisors first reported a position in IPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $339K in Q3 2025. 58 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Summit Trail Advisors held 7,862 shares of IperionX worth $234K as of Q2 2026.
  • IperionX was a new Summit Trail Advisors position in Q2 2026.
  • IperionX made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1390 holding.
  • Summit Trail Advisors first reported a position in IperionX in Q3 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's IperionX position peaked at $339K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.