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IPAR icon

Caprock Group’s Interparfums IPAR Stock Holding History

Caprock Group’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
Q1 		$473K Buy
5,203
+25
+0.5% +$2.37K 0.01% 771
2025
Q4 		$439K Buy
5,178
+332
+7% +$29.2K 0.01% 870
2025
Q3 		$557K Buy
+4,846
New +$571K 0.01% 769
2025
Q1 		$555K Buy
4,872
+117
+2% +$15.5K 0.02% 680
2024
Q4 		$625K Buy
4,755
+2
+0% +$257 0.02% 548
2024
Q3 		$615K Sell
4,753
-9
-0.2% -$1.13K 0.02% 509
2024
Q2 		$553K Sell
4,762
-5
-0.1% -$607 0.02% 513
2024
Q1 		$670K Sell
4,767
-3
-0.1% -$425 0.04% 339
2023
Q4 		$687K Sell
4,770
-5
-0.1% -$653 0.04% 313
2023
Q3 		$641K Hold
4,775
– – 0.05% 307
2023
Q2 		$646K Sell
4,775
-527
-10% -$73.8K 0.05% 307
2023
Q1 		$754K Buy
+5,302
New +$653K 0.06% 252

Other funds holding IPAR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return