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Defined Financial Planning’s Interparfums IPAR Stock Holding History

Defined Financial Planning’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
Q2 		– Sell
-1,925
Closed -$219K – 77
2025
Q1 		$219K Hold
1,925
– – 0.22% 71
2024
Q4 		$253K Buy
+1,925
New +$247K 0.27% 59

Other funds holding IPAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Defined Financial Planning's IPAR Position: Q2 2025 in Review

Defined Financial Planning sold out of Interparfums (IPAR) in Q2 2025, closing a stake of 1,925 shares — an estimated $219K sold.

Defined Financial Planning first reported a position in IPAR in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2024. 314 funds tracked by Wall St. Rank hold IPAR as of Q2 2025.

  • Defined Financial Planning reported no remaining Interparfums position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 1,925 Interparfums shares in Q2 2025, an estimated $219K.
  • Defined Financial Planning first reported a position in Interparfums in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Interparfums position peaked at $253K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Interparfums as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.