True Wealth Design’s International Paper IP Stock Holding History

True Wealth Design’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	$46.2K	Sell	1,394 -514	-27%	-$19.7K	0.01%	533
2026 Q2	$72.7K	Buy	1,908 +1,593	+506%	+$54.6K	0.02%	357
2026 Q1	$11.2K	Buy	315 +240	+320%	+$10K	﹤0.01%	935
2025 Q4	$2.96K	Buy	75 +18	+32%	+$740	﹤0.01%	1300
2025 Q3	$2.64K	Hold	57	–	–	﹤0.01%	1367
2025 Q2	$2.67K	Buy	57 +24	+73%	+$1.14K	﹤0.01%	1055
2025 Q1	$1.76K	Buy	33 +4	+14%	+$219	﹤0.01%	1056
2024 Q4	$1.56K	Buy	29 +2	+7%	+$107	﹤0.01%	803
2024 Q3	$1.32K	Hold	27	–	–	﹤0.01%	900
2024 Q2	$1.17K	Buy	27 +7	+35%	+$284	﹤0.01%	478
2024 Q1	$781	Buy	20 +9	+82%	+$326	﹤0.01%	525
2023 Q4	$398	Hold	11	–	–	﹤0.01%	531
2023 Q3	$391	Hold	11	–	–	﹤0.01%	483
2023 Q2	$350	Hold	11	–	–	﹤0.01%	541
2023 Q1	$397	Hold	11	–	–	﹤0.01%	580
2022 Q4	$381	Buy	+11	New	+$380	﹤0.01%	526

Other funds holding IP

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

True Wealth Design's IP Position: Q3 2026 in Review

True Wealth Design reduced its International Paper (IP) stake by 27% in Q3 2026, selling an estimated $19.7K and leaving 1,394 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #533.

True Wealth Design first reported a position in IP in Q4 2022 and has held it in 16 quarters since. The position peaked at $72.7K in Q2 2026. 91 funds tracked by Wall St. Rank hold IP as of Q3 2026.

True Wealth Design held 1,394 shares of International Paper worth $46.2K as of Q3 2026.
True Wealth Design sold 514 International Paper shares in Q3 2026, an estimated $19.7K.
International Paper made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #533 holding.
True Wealth Design first reported a position in International Paper in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's International Paper position peaked at $72.7K in Q2 2026.
91 funds tracked by Wall St. Rank held International Paper as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.