AWM
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Activest Wealth Management’s Ingersoll Rand IR Stock Holding History

Activest Wealth Management’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 		$1.07K Buy
13
+7
+117% +$542 ﹤0.01% 952
2026
Q1 		$481 Sell
6
-1,004
-99% -$88.7K ﹤0.01% 1078
2025
Q4 		$80K Sell
1,010
-82
-8% -$6.47K 0.01% 246
2025
Q3 		$90.2K Buy
1,092
+1,086
+18,100% +$89K 0.02% 195
2025
Q2 		$499 Sell
6
-129
-96% -$10.2K ﹤0.01% 863
2025
Q1 		$10.8K Buy
+135
New +$11.8K ﹤0.01% 385
2023
Q1 		– Sell
-10
Closed -$527 – 424
2022
Q4 		$527 Hold
10
– – ﹤0.01% 433
2022
Q3 		$0 Hold
10
– – ﹤0.01% 527
2022
Q2 		$0 Hold
10
– – ﹤0.01% 381
2022
Q1 		$1K Hold
10
– – ﹤0.01% 320
2021
Q4 		$1K Buy
+10
New +$569 ﹤0.01% 311

Other funds holding IR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Activest Wealth Management's IR Position: Q2 2026 in Review

Activest Wealth Management increased its Ingersoll Rand (IR) stake by 117% in Q2 2026, buying an estimated $542 and bringing the position to 13 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Activest Wealth Management first reported a position in IR in Q4 2021 and has held it in 11 quarters since. The position peaked at $90.2K in Q3 2025. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Activest Wealth Management held 13 shares of Ingersoll Rand worth $1.07K as of Q2 2026.
  • Activest Wealth Management bought 7 Ingersoll Rand shares in Q2 2026, an estimated $542.
  • Ingersoll Rand made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #952 holding.
  • Activest Wealth Management first reported a position in Ingersoll Rand in Q4 2021 and has held it in 11 quarters since.
  • Activest Wealth Management's Ingersoll Rand position peaked at $90.2K in Q3 2025.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.