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Private Wealth Management Group’s Interparfums IPAR Stock Holding History

Private Wealth Management Group’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 		$784 Hold
7
– – ﹤0.01% 1340
2026
Q1 		$636 Hold
7
– – ﹤0.01% 1336
2025
Q4 		$594 Sell
7
-7
-50% -$616 ﹤0.01% 1379
2025
Q3 		$1.38K Hold
14
– – ﹤0.01% 1199
2025
Q2 		$1.84K Buy
14
+5
+56% +$611 ﹤0.01% 1110
2025
Q1 		$1.02K Hold
9
– – ﹤0.01% 1260
2024
Q4 		$1.18K Hold
9
– – ﹤0.01% 1254
2024
Q3 		$1.17K Hold
9
– – ﹤0.01% 1233
2024
Q2 		$1.04K Buy
+9
New +$1.09K ﹤0.01% 1274

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

Private Wealth Management Group's IPAR Position: Q2 2026 in Review

Private Wealth Management Group held its Interparfums (IPAR) position steady in Q2 2026 at 7 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Private Wealth Management Group first reported a position in IPAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84K in Q2 2025. 315 funds tracked by Wall St. Rank hold IPAR as of Q2 2026.

  • Private Wealth Management Group held 7 shares of Interparfums worth $784 as of Q2 2026.
  • Private Wealth Management Group left its Interparfums share count unchanged in Q2 2026.
  • Interparfums made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1340 holding.
  • Private Wealth Management Group first reported a position in Interparfums in Q2 2024 and has held it in 9 quarters since.
  • Private Wealth Management Group's Interparfums position peaked at $1.84K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held Interparfums as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.