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Marshall & Sterling Wealth Advisors’s International Paper IP Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-191
Closed -$8.86K – 487
2025
Q3 		$8.86K Buy
191
+110
+136% +$5.37K 0.01% 373
2025
Q2 		$3.79K Hold
81
– – ﹤0.01% 510
2025
Q1 		$4.32K Hold
81
– – ﹤0.01% 492
2024
Q4 		$4.36K Buy
+81
New +$4.34K ﹤0.01% 266

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IP Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of International Paper (IP) in Q4 2025, closing a stake of 191 shares — an estimated $8.86K sold.

Marshall & Sterling Wealth Advisors first reported a position in IP in Q4 2024 and held it in 4 quarters. The position peaked at $8.86K in Q3 2025. 854 funds tracked by Wall St. Rank hold IP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining International Paper position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 191 International Paper shares in Q4 2025, an estimated $8.86K.
  • Marshall & Sterling Wealth Advisors first reported a position in International Paper in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's International Paper position peaked at $8.86K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held International Paper as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.