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Mount Yale Investment Advisors’s Interparfums IPAR Stock Holding History

Mount Yale Investment Advisors’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 		$214K Buy
+2,352
New +$223K 0.01% 1031
2025
Q3 		– Sell
-642
Closed -$84.3K – 1123
2025
Q2 		$84.3K Buy
+642
New +$78.5K 0.01% 695

Other funds holding IPAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WHG
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
RA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mount Yale Investment Advisors's IPAR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Interparfums (IPAR) in Q1 2026: 2,352 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IPAR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IPAR in Q2 2025 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold IPAR as of Q1 2026.

  • Mount Yale Investment Advisors held 2,352 shares of Interparfums worth $214K as of Q1 2026.
  • Interparfums was a new Mount Yale Investment Advisors position in Q1 2026.
  • Interparfums made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1031 holding.
  • Mount Yale Investment Advisors first reported a position in Interparfums in Q2 2025 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Interparfums as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.