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Cassaday & Co Wealth Management’s International Paper IP Stock Holding History

Cassaday & Co Wealth Management’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
2026
Q2 		$11.3K Sell
297
-3
-1% -$103 ﹤0.01% 851
2026
Q1 		$10.7K Buy
+300
New +$12.5K ﹤0.01% 881

Other funds holding IP

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cassaday & Co Wealth Management's IP Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its International Paper (IP) stake by 1% in Q2 2026, selling an estimated $103 and leaving 297 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Cassaday & Co Wealth Management first reported a position in IP in Q1 2026 and has held it in 2 quarters since. 851 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Cassaday & Co Wealth Management held 297 shares of International Paper worth $11.3K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 3 International Paper shares in Q2 2026, an estimated $103.
  • International Paper made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #851 holding.
  • Cassaday & Co Wealth Management first reported a position in International Paper in Q1 2026 and has held it in 2 quarters since.
  • 851 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.