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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
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 +$9.76K 0.01% 243

Other funds holding IP

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GoalVest Advisory's IP Position: Q2 2026 in Review

GoalVest Advisory increased its International Paper (IP) stake by 6.9% in Q2 2026, buying an estimated $66.7K and bringing the position to 30,044 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #61.

GoalVest Advisory first reported a position in IP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.6M in Q1 2025. 102 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • GoalVest Advisory held 30,044 shares of International Paper worth $1.14M as of Q2 2026.
  • GoalVest Advisory bought 1,948 International Paper shares in Q2 2026, an estimated $66.7K.
  • International Paper made up 0.21% of GoalVest Advisory's portfolio in Q2 2026, its #61 holding.
  • GoalVest Advisory first reported a position in International Paper in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's International Paper position peaked at $1.6M in Q1 2025.
  • 102 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.