Wealth Enhancement Advisory Services
IPAR icon

Wealth Enhancement Advisory Services’s Interparfums IPAR Stock Holding History

Wealth Enhancement Advisory Services’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 		$400K Buy
3,585
+181
+5% +$21.4K ﹤0.01% 3050
2026
Q2 		$406K Buy
3,404
+80
+2% +$7.55K ﹤0.01% 2895
2026
Q1 		$301K Buy
+3,324
New +$315K ﹤0.01% 2777
2024
Q3 		– Sell
-2,484
Closed -$288K – 2862
2024
Q2 		$288K Sell
2,484
-291
-10% -$35.3K ﹤0.01% 2008
2024
Q1 		$390K Sell
2,775
-44
-2% -$6.23K ﹤0.01% 1735
2023
Q4 		$406K Buy
2,819
+33
+1% +$4.31K ﹤0.01% 1637
2023
Q3 		$374K Buy
+2,786
New +$382K ﹤0.01% 1606

Other funds holding IPAR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's IPAR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Interparfums (IPAR) stake by 5.3% in Q3 2026, buying an estimated $21.4K and bringing the position to 3,585 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Wealth Enhancement Advisory Services first reported a position in IPAR in Q3 2023 and has held it in 7 quarters since. The position peaked at $406K in Q2 2026. 138 funds tracked by Wall St. Rank hold IPAR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,585 shares of Interparfums worth $400K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 181 Interparfums shares in Q3 2026, an estimated $21.4K.
  • Interparfums made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3050 holding.
  • Wealth Enhancement Advisory Services first reported a position in Interparfums in Q3 2023 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Interparfums position peaked at $406K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Interparfums as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.