Montag & Associates’s Interparfums IPAR Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-6	Closed	-$591	–	1057
2025 Q3	$591	Buy	+6	New	+$707	﹤0.01%	1067

Other funds holding IPAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Montag & Associates's IPAR Position: Q4 2025 in Review

Montag & Associates sold out of Interparfums (IPAR) in Q4 2025, closing a stake of 6 shares — an estimated $591 sold.

Montag & Associates first reported a position in IPAR in Q3 2025 and held it in 1 quarter. The position peaked at $591 in Q3 2025. 286 funds tracked by Wall St. Rank hold IPAR as of Q4 2025.

Montag & Associates reported no remaining Interparfums position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 6 Interparfums shares in Q4 2025, an estimated $591.
Montag & Associates first reported a position in Interparfums in Q3 2025 and held it in 1 quarter.
Montag & Associates's Interparfums position peaked at $591 in Q3 2025.
286 funds tracked by Wall St. Rank held Interparfums as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.