MYIA
IPAR icon

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
Q2 		$262K Sell
2,339
-13
-0.6% -$1.23K ﹤0.01% 1040
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mount Yale Investment Advisors's IPAR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Interparfums (IPAR) stake by 0.55% in Q2 2026, selling an estimated $1.23K and leaving 2,339 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Mount Yale Investment Advisors first reported a position in IPAR in Q2 2025 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold IPAR as of Q2 2026.

  • Mount Yale Investment Advisors held 2,339 shares of Interparfums worth $262K as of Q2 2026.
  • Mount Yale Investment Advisors sold 13 Interparfums shares in Q2 2026, an estimated $1.23K.
  • Interparfums made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1040 holding.
  • Mount Yale Investment Advisors first reported a position in Interparfums in Q2 2025 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held Interparfums as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.