Covestor’s Interparfums IPAR Stock Holding History

Covestor’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	$160K	Sell	1,756 -1,472	-46%	-$140K	0.11%	142
2025 Q4	$274K	Buy	3,228 +1,120	+53%	+$98.6K	0.14%	121
2025 Q3	$207K	Buy	2,108 +80	+4%	+$9.42K	0.11%	198
2025 Q2	$266K	Buy	2,028 +739	+57%	+$90.3K	0.16%	88
2025 Q1	$147K	Sell	1,289 -228	-15%	-$30.3K	0.1%	259
2024 Q4	$200K	Buy	1,517 +332	+28%	+$42.7K	0.13%	171
2024 Q3	$154K	Sell	1,185 -180	-13%	-$22.5K	0.1%	291
2024 Q2	$158K	Buy	1,365 +82	+6%	+$9.96K	0.1%	248
2024 Q1	$180K	Buy	1,283 +48	+4%	+$6.8K	0.11%	201
2023 Q4	$178K	Sell	1,235 -1	-0.1%	-$131	0.12%	196
2023 Q3	$166K	Buy	1,236 +289	+31%	+$39.6K	0.13%	177
2023 Q2	$128K	Buy	947 +74	+8%	+$10.4K	0.1%	300
2023 Q1	$124K	Sell	873 -908	-51%	-$112K	0.11%	269
2022 Q4	$172K	Sell	1,781 -2	-0.1%	-$174	0.14%	165
2022 Q3	$135K	Buy	1,783 +1,776	+25,371%	+$141K	0.12%	212
2022 Q2	$1K	Sell	7 -4	-36%	-$306	﹤0.01%	1747
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	1853
2021 Q4	$1K	Buy	+11	New	+$987	﹤0.01%	1792

Other funds holding IPAR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return