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EP Wealth Advisors’s International Paper IP Stock Holding History

EP Wealth 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
Q2 		$204K Sell
5,367
-3,338
-38% -$114K ﹤0.01% 1499
2026
Q1 		$311K Buy
8,705
+3,417
+65% +$142K ﹤0.01% 1139
2025
Q4 		$208K Buy
+5,288
New +$217K ﹤0.01% 1371
2025
Q2 		$393K Buy
8,397
+3,135
+60% +$148K ﹤0.01% 887
2025
Q1 		$281K Buy
+5,262
New +$288K ﹤0.01% 946

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

EP Wealth Advisors's IP Position: Q2 2026 in Review

EP Wealth Advisors reduced its International Paper (IP) stake by 38% in Q2 2026, selling an estimated $114K and leaving 5,367 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

EP Wealth Advisors first reported a position in IP in Q1 2025 and has held it in 5 quarters since. The position peaked at $393K in Q2 2025. 851 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • EP Wealth Advisors held 5,367 shares of International Paper worth $204K as of Q2 2026.
  • EP Wealth Advisors sold 3,338 International Paper shares in Q2 2026, an estimated $114K.
  • International Paper made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1499 holding.
  • EP Wealth Advisors first reported a position in International Paper in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's International Paper position peaked at $393K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.