Edgestream Partners’s Interparfums IPAR Stock Holding History

Edgestream Partners’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	$5.52M	Buy	60,809 +53,304	+710%	+$5.05M	0.18%	205
2025 Q4	$637K	Sell	7,505 -73,147	-91%	-$6.44M	0.02%	783
2025 Q3	$7.93M	Buy	80,652 +27,473	+52%	+$3.24M	0.23%	116
2025 Q2	$6.98M	Buy	53,179 +3,827	+8%	+$468K	0.19%	194
2025 Q1	$5.62M	Buy	49,352 +9,754	+25%	+$1.29M	0.19%	198
2024 Q4	$5.21M	Buy	39,598 +34,503	+677%	+$4.43M	0.22%	140
2024 Q3	$660K	Buy	+5,095	New	+$637K	0.03%	647
2024 Q2	–	Sell	-3,373	Closed	-$474K	–	940
2024 Q1	$474K	Buy	+3,373	New	+$478K	0.02%	648

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