Clearstead Trust’s Interparfums IPAR Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-7	Closed	-$689	–	1259
2025 Q3	$689	Hold	7	–	–	﹤0.01%	1315
2025 Q2	$920	Buy	+7	New	+$856	﹤0.01%	1190

Other funds holding IPAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Clearstead Trust's IPAR Position: Q4 2025 in Review

Clearstead Trust sold out of Interparfums (IPAR) in Q4 2025, closing a stake of 7 shares — an estimated $689 sold.

Clearstead Trust first reported a position in IPAR in Q2 2025 and held it in 2 quarters. The position peaked at $920 in Q2 2025. 286 funds tracked by Wall St. Rank hold IPAR as of Q4 2025.

Clearstead Trust reported no remaining Interparfums position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 7 Interparfums shares in Q4 2025, an estimated $689.
Clearstead Trust first reported a position in Interparfums in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Interparfums position peaked at $920 in Q2 2025.
286 funds tracked by Wall St. Rank held Interparfums as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.