Addison Advisors’s Ingersoll Rand IR Stock Holding History

Addison Advisors’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	–	Sell	-705	Closed	-$56.5K	–	850
2026 Q1	$56.5K	Hold	705	–	–	0.01%	407
2025 Q4	$55.9K	Hold	705	–	–	0.01%	407
2025 Q3	$58.2K	Hold	705	–	–	0.01%	396
2025 Q2	$58.6K	Hold	705	–	–	0.01%	390
2025 Q1	$56.4K	Hold	705	–	–	0.02%	369
2024 Q4	$63.8K	Hold	705	–	–	0.02%	350
2024 Q3	$69.2K	Hold	705	–	–	0.02%	349
2024 Q2	$64K	Hold	705	–	–	0.02%	340
2024 Q1	$66.9K	Hold	705	–	–	0.02%	326
2023 Q4	$54.5K	Hold	705	–	–	0.02%	345
2023 Q3	$44.9K	Hold	705	–	–	0.02%	337
2023 Q2	$46.1K	Sell	705 -4	-0.6%	-$236	0.02%	326
2023 Q1	$41.3K	Sell	709 -14	-2%	-$789	0.02%	320
2022 Q4	$37.8K	Buy	723 +1	+0.1%	+$51	0.02%	313
2022 Q3	$31K	Hold	722	–	–	0.02%	311
2022 Q2	$30K	Hold	722	–	–	0.02%	319
2022 Q1	$36K	Hold	722	–	–	0.02%	327
2021 Q4	$45K	Buy	722 +13	+2%	+$740	0.03%	255
2021 Q3	$36K	Hold	709	–	–	0.03%	208
2021 Q2	$35K	Buy	+709	New	+$34.8K	0.03%	214
2020 Q4	$32K	Buy	+709	New	+$29.3K	0.03%	213

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

Addison Advisors's IR Position: Q2 2026 in Review

Addison Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 705 shares — an estimated $56.5K sold.

Addison Advisors first reported a position in IR in Q4 2020 and held it in 21 quarters. The position peaked at $69.2K in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Addison Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 705 Ingersoll Rand shares in Q2 2026, an estimated $56.5K.
Addison Advisors first reported a position in Ingersoll Rand in Q4 2020 and held it in 21 quarters.
Addison Advisors's Ingersoll Rand position peaked at $69.2K in Q3 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.