Clearstead Trust’s International Paper IP Stock Holding History

Clearstead Trust’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 Q1	$2.11K	Hold	59	–	–	﹤0.01%	870
2025 Q4	$2.32K	Sell	59 -28	-32%	-$1.15K	﹤0.01%	880
2025 Q3	$4.04K	Buy	87 +5	+6%	+$244	﹤0.01%	811
2025 Q2	$3.84K	Buy	82 +23	+39%	+$1.09K	﹤0.01%	810
2025 Q1	$3.15K	Hold	59	–	–	﹤0.01%	699
2024 Q4	$3.17K	Hold	59	–	–	﹤0.01%	408
2024 Q3	$2.88K	Hold	59	–	–	﹤0.01%	390
2024 Q2	$2.55K	Hold	59	–	–	﹤0.01%	406
2024 Q1	$2.3K	Hold	59	–	–	﹤0.01%	404
2023 Q4	$2.13K	Hold	59	–	–	﹤0.01%	387
2023 Q3	$2.09K	Hold	59	–	–	﹤0.01%	415
2023 Q2	$2.13K	Hold	59	–	–	﹤0.01%	361
2023 Q1	$2.13K	Hold	59	–	–	﹤0.01%	345
2022 Q4	$2K	Hold	59	–	–	﹤0.01%	360
2022 Q3	$2K	Hold	59	–	–	﹤0.01%	349
2022 Q2	$2K	Hold	59	–	–	﹤0.01%	177
2022 Q1	$3K	Buy	+59	New	+$2.72K	﹤0.01%	177

Other funds holding IP

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return