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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Root Financial Partners's IPAR Position: Q1 2026 in Review

Root Financial Partners increased its Interparfums (IPAR) stake by 240% in Q1 2026, buying an estimated $15.4K and bringing the position to 231 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Root Financial Partners first reported a position in IPAR in Q3 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold IPAR as of Q1 2026.

  • Root Financial Partners held 231 shares of Interparfums worth $21K as of Q1 2026.
  • Root Financial Partners bought 163 Interparfums shares in Q1 2026, an estimated $15.4K.
  • Interparfums made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1306 holding.
  • Root Financial Partners first reported a position in Interparfums in Q3 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Interparfums as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.