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Carolina Wealth Advisors’s Interparfums IPAR Stock Holding History

Carolina Wealth Advisors’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 		$241K Buy
2,157
+6
+0.3% +$566 0.09% 81
2026
Q1 		$195K Sell
2,151
-41,769
-95% -$3.96M 0.08% 94
2025
Q4 		$3.73M Sell
43,920
-2,406
-5% -$212K 1.66% 21
2025
Q3 		$4.56M Buy
46,326
+45,751
+7,957% +$5.39M 1.97% 20
2025
Q2 		$75.5K Buy
+575
New +$70.3K 0.04% 86

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

Carolina Wealth Advisors's IPAR Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Interparfums (IPAR) stake by 0.28% in Q2 2026, buying an estimated $566 and bringing the position to 2,157 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #81.

Carolina Wealth Advisors first reported a position in IPAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.56M in Q3 2025. 315 funds tracked by Wall St. Rank hold IPAR as of Q2 2026.

  • Carolina Wealth Advisors held 2,157 shares of Interparfums worth $241K as of Q2 2026.
  • Carolina Wealth Advisors bought 6 Interparfums shares in Q2 2026, an estimated $566.
  • Interparfums made up 0.09% of Carolina Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Carolina Wealth Advisors first reported a position in Interparfums in Q2 2025 and has held it in 5 quarters since.
  • Carolina Wealth Advisors's Interparfums position peaked at $4.56M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Interparfums as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.