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 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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 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