Ballentine Partners’s International Paper IP Stock Holding History

Ballentine Partners’s Portfolio IP Stock Details IP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,450	Closed	-$253K	–	1048
2025 Q3	$253K	Buy	5,450 +271	+5%	+$13.2K	﹤0.01%	810
2025 Q2	$243K	Buy	5,179 +120	+2%	+$5.67K	﹤0.01%	790
2025 Q1	$270K	Buy	5,059 +409	+9%	+$22.4K	﹤0.01%	665
2024 Q4	$250K	Buy	4,650 +71	+2%	+$3.81K	﹤0.01%	681
2024 Q3	$224K	Buy	+4,579	New	+$213K	﹤0.01%	711
2020 Q1	–	Sell	-4,685	Closed	-$205K	–	382
2019 Q4	$205K	Buy	+4,685	New	+$197K	0.01%	380
2019 Q3	–	Sell	-4,947	Closed	-$203K	–	412
2019 Q2	$203K	Buy	+4,947	New	+$209K	0.01%	371
2019 Q1	–	Sell	-7,476	Closed	-$286K	–	347
2018 Q4	$286K	Buy	+7,476	New	+$314K	0.02%	254

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ballentine Partners's IP Position: Q4 2025 in Review

Ballentine Partners sold out of International Paper (IP) in Q4 2025, closing a stake of 5,450 shares — an estimated $253K sold.

Ballentine Partners first reported a position in IP in Q4 2018 and held it in 8 quarters. The position peaked at $286K in Q4 2018. 854 funds tracked by Wall St. Rank hold IP as of Q4 2025.

Ballentine Partners reported no remaining International Paper position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 5,450 International Paper shares in Q4 2025, an estimated $253K.
Ballentine Partners first reported a position in International Paper in Q4 2018 and held it in 8 quarters.
Ballentine Partners's International Paper position peaked at $286K in Q4 2018.
854 funds tracked by Wall St. Rank held International Paper as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.