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Capital Advisors Ltd’s Interparfums IPAR Stock Holding History

Capital Advisors Ltd’s Portfolio IPAR Stock Details IPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Hold
6
– – ﹤0.01% 1247
2026
Q1 		$1K Hold
6
– – ﹤0.01% 1237
2025
Q4 		$1K Buy
6
+4
+200% +$352 ﹤0.01% 1212
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1457
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1482
2025
Q1 		$0 Hold
2
– – ﹤0.01% 1459
2024
Q4 		$0 Hold
2
– – ﹤0.01% 1474
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1493
2024
Q2 		$0 Hold
2
– – ﹤0.01% 1511
2024
Q1 		$0 Hold
2
– – ﹤0.01% 1454
2023
Q4 		$0 Hold
2
– – ﹤0.01% 1383
2023
Q3 		$0 Hold
2
– – ﹤0.01% 1373
2023
Q2 		$0 Hold
2
– – ﹤0.01% 1416
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1369
2022
Q4 		$0 Buy
+2
New +$174 ﹤0.01% 1408

Other funds holding IPAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Advisors Ltd's IPAR Position: Q2 2026 in Review

Capital Advisors Ltd held its Interparfums (IPAR) position steady in Q2 2026 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Capital Advisors Ltd first reported a position in IPAR in Q4 2022 and has held it in 15 quarters since. 313 funds tracked by Wall St. Rank hold IPAR as of Q2 2026.

  • Capital Advisors Ltd held 6 shares of Interparfums worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Interparfums share count unchanged in Q2 2026.
  • Interparfums made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1247 holding.
  • Capital Advisors Ltd first reported a position in Interparfums in Q4 2022 and has held it in 15 quarters since.
  • 313 funds tracked by Wall St. Rank held Interparfums as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.