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Legacy Wealth Asset Management’s Interparfums IPAR Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$535K Sell
4,826
-14
-0.3% -$1.65K 0.12% 250
2026
Q2 		$541K Sell
4,840
-190
-4% -$17.9K 0.12% 250
2026
Q1 		$457K Buy
5,030
+275
+6% +$26.1K 0.11% 270
2025
Q4 		$403K Sell
4,755
-343
-7% -$30.2K 0.1% 286
2025
Q3 		$502K Sell
5,098
-76
-1% -$8.95K 0.12% 254
2025
Q2 		$679K Sell
5,174
-5
-0.1% -$611 0.17% 179
2025
Q1 		$590K Sell
5,179
-113
-2% -$15K 0.16% 208
2024
Q4 		$696K Sell
5,292
-707
-12% -$90.8K 0.19% 163
2024
Q3 		$777K Sell
5,999
-46
-0.8% -$5.75K 0.21% 137
2024
Q2 		$701K Sell
6,045
-17
-0.3% -$2.06K 0.2% 142
2024
Q1 		$852K Buy
6,062
+21
+0.3% +$2.97K 0.24% 117
2023
Q4 		$870K Sell
6,041
-361
-6% -$47.1K 0.29% 104
2023
Q3 		$860K Sell
6,402
-1,252
-16% -$172K 0.32% 97
2023
Q2 		$1.04M Sell
7,654
-290
-4% -$40.6K 0.36% 77
2023
Q1 		$1.13M Sell
7,944
-251
-3% -$30.9K 0.41% 70
2022
Q4 		$791K Buy
8,195
+1,455
+22% +$126K 0.3% 112
2022
Q3 		$509K Buy
6,740
+405
+6% +$32.1K 0.22% 160
2022
Q2 		$463K Buy
+6,335
New +$485K 0.19% 177

Other funds holding IPAR

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Legacy Wealth Asset Management's IPAR Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Interparfums (IPAR) stake by 0.29% in Q3 2026, selling an estimated $1.65K and leaving 4,826 shares worth $535K. The position accounts for 0.12% of the portfolio, ranked #250.

Legacy Wealth Asset Management first reported a position in IPAR in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q1 2023. 8 funds tracked by Wall St. Rank hold IPAR as of Q3 2026.

  • Legacy Wealth Asset Management held 4,826 shares of Interparfums worth $535K as of Q3 2026.
  • Legacy Wealth Asset Management sold 14 Interparfums shares in Q3 2026, an estimated $1.65K.
  • Interparfums made up 0.12% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #250 holding.
  • Legacy Wealth Asset Management first reported a position in Interparfums in Q2 2022 and has held it in 18 quarters since.
  • Legacy Wealth Asset Management's Interparfums position peaked at $1.13M in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Interparfums as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.