DiNuzzo Private Wealth’s Interparfums IPAR Stock Holding History

DiNuzzo Private Wealth’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	$672	Hold	6	–	–	﹤0.01%	1020
2026 Q1	$546	Buy	6 +2	+50%	+$190	﹤0.01%	1068
2025 Q4	$340	Sell	4 -3	-43%	-$264	﹤0.01%	1170
2025 Q3	$805	Hold	7	–	–	﹤0.01%	949
2025 Q2	$920	Hold	7	–	–	﹤0.01%	880
2025 Q1	$798	Hold	7	–	–	﹤0.01%	898
2024 Q4	$921	Hold	7	–	–	﹤0.01%	877
2024 Q3	$907	Hold	7	–	–	﹤0.01%	892
2024 Q2	$813	Buy	7 +1	+17%	+$121	﹤0.01%	864
2024 Q1	$844	Hold	6	–	–	﹤0.01%	802
2023 Q4	$865	Buy	+6	New	+$784	﹤0.01%	763

Other funds holding IPAR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return