James T. Borello RIA’s International Paper IP Stock Holding History

James T. Borello RIA’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	$9.12K	Sell	275 -2	-0.7%	-$77	﹤0.01%	626
2026 Q2	$10.6K	Buy	277 +28	+11%	+$959	﹤0.01%	582
2026 Q1	$8.89K	Buy	249 +109	+78%	+$4.53K	﹤0.01%	597
2025 Q4	$5.52K	Buy	140 +114	+438%	+$4.69K	﹤0.01%	544
2025 Q3	$1.21K	Buy	+26	New	+$1.27K	﹤0.01%	787

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

James T. Borello RIA's IP Position: Q3 2026 in Review

James T. Borello RIA reduced its International Paper (IP) stake by 0.72% in Q3 2026, selling an estimated $77 and leaving 275 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

James T. Borello RIA first reported a position in IP in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.6K in Q2 2026. 89 funds tracked by Wall St. Rank hold IP as of Q3 2026.

James T. Borello RIA held 275 shares of International Paper worth $9.12K as of Q3 2026.
James T. Borello RIA sold 2 International Paper shares in Q3 2026, an estimated $77.
International Paper made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #626 holding.
James T. Borello RIA first reported a position in International Paper in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's International Paper position peaked at $10.6K in Q2 2026.
89 funds tracked by Wall St. Rank held International Paper as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.