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Opal Wealth Advisors’s Interparfums IPAR Stock Holding History

Opal Wealth 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
2025
Q3 		– Sell
-185
Closed -$24.3K – 361
2025
Q2 		$24.3K Buy
185
+3
+2% +$367 0.01% 530
2025
Q1 		$20.7K Buy
+182
New +$24.2K 0.01% 522
2024
Q3 		– Sell
-180
Closed -$20.9K – 670
2024
Q2 		$20.9K Buy
+180
New +$21.9K 0.01% 500

Other funds holding IPAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Opal Wealth Advisors's IPAR Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Interparfums (IPAR) in Q3 2025, closing a stake of 185 shares — an estimated $24.3K sold.

Opal Wealth Advisors first reported a position in IPAR in Q2 2024 and held it in 3 quarters. The position peaked at $24.3K in Q2 2025. 306 funds tracked by Wall St. Rank hold IPAR as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Interparfums position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 185 Interparfums shares in Q3 2025, an estimated $24.3K.
  • Opal Wealth Advisors first reported a position in Interparfums in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Interparfums position peaked at $24.3K in Q2 2025.
  • 306 funds tracked by Wall St. Rank held Interparfums as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.