Principal Securities’s Interparfums IPAR Stock Holding History

Principal Securities’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	-2,008	Closed	-$198K	–	2430
2025 Q3	$198K	Buy	2,008 +115	+6%	+$13.5K	﹤0.01%	1289
2025 Q2	$249K	Buy	1,893 +570	+43%	+$69.7K	﹤0.01%	1138
2025 Q1	$174K	Hold	1,323	–	–	﹤0.01%	1186
2024 Q4	$174K	Buy	1,323 +174	+15%	+$22.4K	﹤0.01%	1185
2024 Q3	$149K	Buy	1,149 +170	+17%	+$21.3K	﹤0.01%	1224
2024 Q2	$114K	Buy	979 +68	+7%	+$8.26K	﹤0.01%	1272
2024 Q1	$128K	Buy	911 +705	+342%	+$99.8K	﹤0.01%	1189
2023 Q4	$29.7K	Buy	+206	New	+$26.9K	﹤0.01%	1722

Other funds holding IPAR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return