UFPG
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United Financial Planning Group’s International Paper IP Stock Holding History

United Financial Planning Group’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 		$5.51K Hold
145
– – ﹤0.01% 349
2026
Q1 		$5.16K Sell
145
-220
-60% -$9.14K ﹤0.01% 310
2025
Q4 		$14.4K Buy
365
+134
+58% +$5.51K 0.01% 169
2025
Q3 		$10.7K Buy
+231
New +$11.3K 0.01% 148

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

United Financial Planning Group's IP Position: Q2 2026 in Review

United Financial Planning Group held its International Paper (IP) position steady in Q2 2026 at 145 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

United Financial Planning Group first reported a position in IP in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.4K in Q4 2025. 852 funds tracked by Wall St. Rank hold IP as of Q2 2026.

  • United Financial Planning Group held 145 shares of International Paper worth $5.51K as of Q2 2026.
  • United Financial Planning Group left its International Paper share count unchanged in Q2 2026.
  • International Paper made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #349 holding.
  • United Financial Planning Group first reported a position in International Paper in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's International Paper position peaked at $14.4K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held International Paper as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.