Root Financial Partners
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Root Financial Partners’s Interparfums IPAR Stock Holding History

Root Financial Partners’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
Q3 		$25.2K Buy
+227
New +$26.8K ﹤0.01% 1431
2026
Q2 		– Sell
-231
Closed -$21K – 1783
2026
Q1 		$21K Buy
231
+163
+240% +$15.4K ﹤0.01% 1306
2025
Q4 		$5.77K Sell
68
-23
-25% -$2.02K ﹤0.01% 1720
2025
Q3 		$8.95K Buy
+91
New +$10.7K ﹤0.01% 1494

Other funds holding IPAR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Root Financial Partners's IPAR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Interparfums (IPAR) in Q3 2026: 227 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #1431 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IPAR as recently as Q1 2026.

Root Financial Partners first reported a position in IPAR in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold IPAR as of Q3 2026.

  • Root Financial Partners held 227 shares of Interparfums worth $25.2K as of Q3 2026.
  • Interparfums was a new Root Financial Partners position in Q3 2026.
  • Interparfums made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1431 holding.
  • Root Financial Partners first reported a position in Interparfums in Q3 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held Interparfums as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.