TIM
IPX

Tortoise Investment Management’s IperionX IPX Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-525
Closed -$25.9K – 814
2025
Q3 		$25.9K Hold
525
– – ﹤0.01% 478
2025
Q2 		$16.5K Hold
525
– – ﹤0.01% 540
2025
Q1 		$9.45K Hold
525
– – ﹤0.01% 591
2024
Q4 		$18.1K Hold
525
– – ﹤0.01% 561
2024
Q3 		$11.7K Buy
+525
New +$8.6K ﹤0.01% 620

Other funds holding IPX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tortoise Investment Management's IPX Position: Q4 2025 in Review

Tortoise Investment Management sold out of IperionX (IPX) in Q4 2025, closing a stake of 525 shares — an estimated $25.9K sold.

Tortoise Investment Management first reported a position in IPX in Q3 2024 and held it in 5 quarters. The position peaked at $25.9K in Q3 2025. 48 funds tracked by Wall St. Rank hold IPX as of Q4 2025.

  • Tortoise Investment Management reported no remaining IperionX position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 525 IperionX shares in Q4 2025, an estimated $25.9K.
  • Tortoise Investment Management first reported a position in IperionX in Q3 2024 and held it in 5 quarters.
  • Tortoise Investment Management's IperionX position peaked at $25.9K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held IperionX as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.