Action Point Financial Planning’s Ingersoll Rand IR Stock Holding History

Action Point Financial Planning’s Portfolio IR Stock Details IR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.7K	Buy	+246	New	+$19K	﹤0.01%	1138

Other funds holding IR

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's IR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ingersoll Rand (IR) in Q2 2026: 246 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #1138 among its holdings.

888 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Action Point Financial Planning held 246 shares of Ingersoll Rand worth $19.7K as of Q2 2026.
Ingersoll Rand was a new Action Point Financial Planning position in Q2 2026.
Ingersoll Rand made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1138 holding.
888 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.