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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
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 $6.73T 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

Root Financial Partners's IPAR Position: Q2 2026 in Review

Root Financial Partners sold out of Interparfums (IPAR) in Q2 2026, closing a stake of 231 shares — an estimated $21K sold.

Root Financial Partners first reported a position in IPAR in Q3 2025 and held it in 3 quarters. The position peaked at $21K in Q1 2026. 314 funds tracked by Wall St. Rank hold IPAR as of Q2 2026.

  • Root Financial Partners reported no remaining Interparfums position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 231 Interparfums shares in Q2 2026, an estimated $21K.
  • Root Financial Partners first reported a position in Interparfums in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Interparfums position peaked at $21K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Interparfums as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.