SageView Advisory Group’s Interparfums IPAR Stock Holding History

SageView Advisory 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 Q1	–	Sell	-15	Closed	-$1.27K	–	1478
2025 Q4	$1.27K	Buy	+15	New	+$1.32K	﹤0.01%	2328

Other funds holding IPAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's IPAR Position: Q1 2026 in Review

SageView Advisory Group sold out of Interparfums (IPAR) in Q1 2026, closing a stake of 15 shares — an estimated $1.27K sold.

SageView Advisory Group first reported a position in IPAR in Q4 2025 and held it in 1 quarter. The position peaked at $1.27K in Q4 2025. 310 funds tracked by Wall St. Rank hold IPAR as of Q1 2026.

SageView Advisory Group reported no remaining Interparfums position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 15 Interparfums shares in Q1 2026, an estimated $1.27K.
SageView Advisory Group first reported a position in Interparfums in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Interparfums position peaked at $1.27K in Q4 2025.
310 funds tracked by Wall St. Rank held Interparfums as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.