Orion Portfolio Solutions’s International Paper IP Stock Holding History

Orion Portfolio Solutions’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 Q1	$971K	Sell	18,200 -2,548	-12%	-$139K	0.01%	1096
2024 Q4	$1.12M	Sell	20,748 -1,696	-8%	-$91K	0.01%	986
2024 Q3	$1.1M	Buy	22,444 +888	+4%	+$41.4K	0.01%	1008
2024 Q2	$930K	Sell	21,556 -3,237	-13%	-$131K	0.01%	1025
2024 Q1	$967K	Sell	24,793 -15,947	-39%	-$579K	0.01%	1000
2023 Q4	$1.53M	Sell	40,740 -10,387	-20%	-$363K	0.02%	756
2023 Q3	$1.81M	Buy	51,127 +599	+1%	+$20.4K	0.02%	657
2023 Q2	$1.61M	Sell	50,528 -3,021	-6%	-$99K	0.02%	749
2023 Q1	$1.93M	Buy	+53,549	New	+$1.98M	0.02%	605
2020 Q3	–	Sell	-2,147	Closed	-$72K	–	1223
2020 Q2	$72K	Buy	2,147 +691	+47%	+$22K	﹤0.01%	615
2020 Q1	$43K	Buy	1,456 +646	+80%	+$24K	﹤0.01%	622
2019 Q4	$35K	Buy	+810	New	+$34K	﹤0.01%	625

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orion Portfolio Solutions's IP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its International Paper (IP) stake by 12% in Q1 2025, selling an estimated $139K and leaving 18,200 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #1096.

Orion Portfolio Solutions first reported a position in IP in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.93M in Q1 2023. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

Orion Portfolio Solutions held 18,200 shares of International Paper worth $971K as of Q1 2025.
Orion Portfolio Solutions sold 2,548 International Paper shares in Q1 2025, an estimated $139K.
International Paper made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1096 holding.
Orion Portfolio Solutions first reported a position in International Paper in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's International Paper position peaked at $1.93M in Q1 2023.
943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.