Equitable Trust’s Interparfums IPAR Stock Holding History

Equitable 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
2026 Q1	$583K	Sell	6,419 -102	-2%	-$9.67K	0.03%	294
2025 Q4	$553K	Buy	6,521 +563	+9%	+$49.6K	0.02%	305
2025 Q3	$586K	Sell	5,958 -12	-0.2%	-$1.41K	0.03%	300
2025 Q2	$784K	Buy	5,970 +2,597	+77%	+$317K	0.04%	261
2025 Q1	$384K	Buy	3,373 +28	+0.8%	+$3.72K	0.02%	360
2024 Q4	$440K	Buy	3,345 +57	+2%	+$7.32K	0.02%	342
2024 Q3	$426K	Buy	3,288 +73	+2%	+$9.13K	0.03%	343
2024 Q2	$373K	Hold	3,215	–	–	0.03%	345
2024 Q1	$452K	Hold	3,215	–	–	0.03%	315
2023 Q4	$463K	Sell	3,215 -39	-1%	-$5.09K	0.03%	290
2023 Q3	$437K	Hold	3,254	–	–	0.04%	276
2023 Q2	$440K	Hold	3,254	–	–	0.03%	279
2023 Q1	$463K	Sell	3,254 -1,842	-36%	-$227K	0.04%	267
2022 Q4	$492K	Sell	5,096 -2,862	-36%	-$249K	0.04%	262
2022 Q3	$601K	Buy	7,958 +945	+13%	+$74.9K	0.05%	227
2022 Q2	$512K	Buy	7,013 +2,354	+51%	+$180K	0.04%	251
2022 Q1	$410K	Sell	4,659 -169	-4%	-$15.6K	0.03%	279
2021 Q4	$516K	Buy	4,828 +159	+3%	+$14.3K	0.03%	250
2021 Q3	$349K	Buy	4,669 +68	+1%	+$4.97K	0.02%	284
2021 Q2	$331K	Buy	4,601 +403	+10%	+$29.7K	0.02%	301
2021 Q1	$298K	Buy	+4,198	New	+$285K	0.02%	298

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