GoalVest Advisory
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GoalVest Advisory’s International Paper IP Stock Holding History

GoalVest Advisory’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 		$1M Buy
30,205
+161
+0.5% +$6.16K 0.17% 68
2026
Q2 		$1.14M Buy
30,044
+1,948
+7% +$66.7K 0.21% 61
2026
Q1 		$1M Buy
28,096
+1,538
+6% +$63.9K 0.2% 77
2025
Q4 		$1.05M Sell
26,558
-7,536
-22% -$310K 0.2% 80
2025
Q3 		$1.58M Buy
34,094
+2,334
+7% +$114K 0.34% 52
2025
Q2 		$1.49M Buy
31,760
+1,827
+6% +$86.4K 0.37% 47
2025
Q1 		$1.6M Buy
29,933
+2,645
+10% +$145K 0.44% 44
2024
Q4 		$1.47M Sell
27,288
-1,447
-5% -$77.6K 0.4% 40
2024
Q3 		$1.4M Buy
28,735
+1,034
+4% +$48.2K 0.4% 44
2024
Q2 		$1.2M Sell
27,701
-3,433
-11% -$139K 0.38% 46
2024
Q1 		$1.21M Buy
31,134
+1,386
+5% +$50.3K 0.41% 45
2023
Q4 		$1.08M Buy
29,748
+3,393
+13% +$119K 0.47% 35
2023
Q3 		$935K Sell
26,355
-1,442
-5% -$49K 0.47% 38
2023
Q2 		$884K Sell
27,797
-6,176
-18% -$202K 0.46% 44
2023
Q1 		$1.22M Buy
33,973
+4,093
+14% +$152K 0.72% 33
2022
Q4 		$1.03M Buy
29,880
+5,260
+21% +$182K 0.67% 41
2022
Q3 		$780K Buy
24,620
+5,545
+29% +$227K 0.55% 53
2022
Q2 		$794K Buy
19,075
+18,863
+8,898% +$875K 0.5% 63
2022
Q1 		$10K Buy
+212
New +$9.8K 0.01% 243

Other funds holding IP

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GoalVest Advisory's IP Position: Q3 2026 in Review

GoalVest Advisory increased its International Paper (IP) stake by 0.54% in Q3 2026, buying an estimated $6.16K and bringing the position to 30,205 shares worth $1M. The position accounts for 0.17% of the portfolio, ranked #68.

GoalVest Advisory first reported a position in IP in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.6M in Q1 2025. 161 funds tracked by Wall St. Rank hold IP as of Q3 2026.

  • GoalVest Advisory held 30,205 shares of International Paper worth $1M as of Q3 2026.
  • GoalVest Advisory bought 161 International Paper shares in Q3 2026, an estimated $6.16K.
  • International Paper made up 0.17% of GoalVest Advisory's portfolio in Q3 2026, its #68 holding.
  • GoalVest Advisory first reported a position in International Paper in Q1 2022 and has held it in 19 quarters since.
  • GoalVest Advisory's International Paper position peaked at $1.6M in Q1 2025.
  • 161 funds tracked by Wall St. Rank held International Paper as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.