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Pinnacle Wealth Planning Services’s Interparfums IPAR Stock Holding History

Pinnacle Wealth Planning Services’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 		$73.6K Sell
658
-708
-52% -$66.8K 0.01% 1046
2026
Q1 		$124K Buy
1,366
+1,085
+386% +$103K 0.01% 684
2025
Q4 		$23.8K Buy
+281
New +$24.7K ﹤0.01% 1638
2021
Q1 		– Sell
-122
Closed -$8K – 1126
2020
Q4 		$8K Buy
+122
New +$6.14K ﹤0.01% 1470

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's IPAR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Interparfums (IPAR) stake by 52% in Q2 2026, selling an estimated $66.8K and leaving 658 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #1046.

Pinnacle Wealth Planning Services first reported a position in IPAR in Q4 2020 and has held it in 4 quarters since. The position peaked at $124K in Q1 2026. 315 funds tracked by Wall St. Rank hold IPAR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 658 shares of Interparfums worth $73.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 708 Interparfums shares in Q2 2026, an estimated $66.8K.
  • Interparfums made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1046 holding.
  • Pinnacle Wealth Planning Services first reported a position in Interparfums in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Interparfums position peaked at $124K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Interparfums as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.