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Roehl & Yi Investment Advisors’s International Paper IP Stock Holding History

Roehl & Yi Investment 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 		– Sell
-6,295
Closed -$225K – 198
2026
Q1 		$225K Buy
+6,295
New +$262K 0.08% 157
2025
Q4 		– Sell
-6,762
Closed -$314K – 176
2025
Q3 		$314K Buy
+6,762
New +$330K 0.14% 123

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

Roehl & Yi Investment Advisors's IP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of International Paper (IP) in Q2 2026, closing a stake of 6,295 shares — an estimated $225K sold.

Roehl & Yi Investment Advisors first reported a position in IP in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q3 2025. 851 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • Roehl & Yi Investment Advisors reported no remaining International Paper position as of Q2 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 6,295 International Paper shares in Q2 2026, an estimated $225K.
  • Roehl & Yi Investment Advisors first reported a position in International Paper in Q3 2025 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's International Paper position peaked at $314K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.