Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Interparfums IPAR Stock Holding History

Carson Wealth (CWM LLC)’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 		$459K Buy
5,055
+4,395
+666% +$417K ﹤0.01% 2081
2025
Q4 		$56K Buy
660
+116
+21% +$10.2K ﹤0.01% 3517
2025
Q3 		$54K Buy
544
+64
+13% +$7.54K ﹤0.01% 3466
2025
Q2 		$63K Buy
480
+62
+15% +$7.58K ﹤0.01% 3093
2025
Q1 		$48K Buy
418
+95
+29% +$12.6K ﹤0.01% 3024
2024
Q4 		$42K Buy
323
+9
+3% +$1.16K ﹤0.01% 2929
2024
Q3 		$41K Buy
314
+28
+10% +$3.5K ﹤0.01% 2846
2024
Q2 		$33K Buy
286
+88
+44% +$10.7K ﹤0.01% 2769
2024
Q1 		$28K Sell
198
-3
-1% -$425 ﹤0.01% 2673
2023
Q4 		$29K Sell
201
-38
-16% -$4.96K ﹤0.01% 2539
2023
Q3 		$32K Sell
239
-2
-0.8% -$274 ﹤0.01% 2366
2023
Q2 		$33K Buy
241
+7
+3% +$980 ﹤0.01% 2293
2023
Q1 		$33K Sell
234
-19
-8% -$2.34K ﹤0.01% 2151
2022
Q4 		$24K Buy
253
+40
+19% +$3.48K ﹤0.01% 2238
2022
Q3 		$16K Buy
213
+30
+16% +$2.38K ﹤0.01% 2379
2022
Q2 		$13K Buy
183
+30
+20% +$2.3K ﹤0.01% 2422
2022
Q1 		$13K Hold
153
– – ﹤0.01% 2327
2021
Q4 		$16K Buy
+153
New +$13.7K ﹤0.01% 2107

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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Carson Wealth (CWM LLC)'s IPAR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Interparfums (IPAR) stake by 666% in Q1 2026, buying an estimated $417K and bringing the position to 5,055 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Carson Wealth (CWM LLC) first reported a position in IPAR in Q4 2021 and has held it in 18 quarters since. 309 funds tracked by Wall St. Rank hold IPAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,055 shares of Interparfums worth $459K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,395 Interparfums shares in Q1 2026, an estimated $417K.
  • Interparfums made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2081 holding.
  • Carson Wealth (CWM LLC) first reported a position in Interparfums in Q4 2021 and has held it in 18 quarters since.
  • 309 funds tracked by Wall St. Rank held Interparfums as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.