Concurrent Investment Advisors’s International Paper IP Stock Holding History

Concurrent Investment Advisors’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 Q3	$8.55M	Buy	257,683 +56,090	+28%	+$2.15M	0.06%	333
2026 Q2	$7.68M	Buy	201,593 +195,451	+3,182%	+$6.7M	0.07%	331
2026 Q1	$219K	Buy	+6,142	New	+$255K	﹤0.01%	1695
2025 Q4	–	Sell	-41,928	Closed	-$1.95M	–	1817
2025 Q3	$1.95M	Buy	41,928 +25,538	+156%	+$1.25M	0.03%	477
2025 Q2	$768K	Buy	+16,390	New	+$775K	0.01%	684

Other funds holding IP

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Concurrent Investment Advisors's IP Position: Q3 2026 in Review

Concurrent Investment Advisors increased its International Paper (IP) stake by 28% in Q3 2026, buying an estimated $2.15M and bringing the position to 257,683 shares worth $8.55M. The position accounts for 0.06% of the portfolio, ranked #333.

Concurrent Investment Advisors first reported a position in IP in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold IP as of Q3 2026.

Concurrent Investment Advisors held 257,683 shares of International Paper worth $8.55M as of Q3 2026.
Concurrent Investment Advisors bought 56,090 International Paper shares in Q3 2026, an estimated $2.15M.
International Paper made up 0.06% of Concurrent Investment Advisors's portfolio in Q3 2026, its #333 holding.
Concurrent Investment Advisors first reported a position in International Paper in Q2 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held International Paper as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.