Advisors Asset Management’s Ingersoll Rand IR Stock Holding History

Advisors Asset 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	$640K	Sell	7,802 -4,160	-35%	-$322K	0.01%	937
2026 Q1	$958K	Buy	11,962 +147	+1%	+$13K	0.02%	815
2025 Q4	$936K	Sell	11,815 -5,071	-30%	-$400K	0.02%	802
2025 Q3	$1.4M	Sell	16,886 -1,380	-8%	-$113K	0.02%	698
2025 Q2	$1.52M	Buy	18,266 +1,111	+6%	+$87.6K	0.03%	651
2025 Q1	$1.37M	Sell	17,155 -12,796	-43%	-$1.11M	0.03%	665
2024 Q4	$2.71M	Buy	29,951 +4,111	+16%	+$409K	0.05%	486
2024 Q3	$2.54M	Buy	25,840 +950	+4%	+$88.3K	0.05%	494
2024 Q2	$2.26M	Buy	24,890 +5,194	+26%	+$477K	0.04%	512
2024 Q1	$1.87M	Buy	19,696 +5,794	+42%	+$496K	0.04%	568
2023 Q4	$1.08M	Buy	13,902 +13,377	+2,548%	+$915K	0.02%	709
2023 Q3	$33.5K	Buy	+525	New	+$34.9K	﹤0.01%	1319
2022 Q3	–	Sell	-853	Closed	-$36K	–	1490
2022 Q2	$36K	Sell	853 -2,098	-71%	-$95.5K	﹤0.01%	1413
2022 Q1	$149K	Sell	2,951 -1,987	-40%	-$106K	﹤0.01%	1294
2021 Q4	$306K	Sell	4,938 -1,056	-18%	-$60.1K	﹤0.01%	1128
2021 Q3	$302K	Sell	5,994 -7,075	-54%	-$360K	﹤0.01%	1146
2021 Q2	$638K	Sell	13,069 -643	-5%	-$31.6K	0.01%	946
2021 Q1	$675K	Sell	13,712 -4,895	-26%	-$226K	0.01%	943
2020 Q4	$848K	Sell	18,607 -672	-3%	-$27.8K	0.01%	822
2020 Q3	$686K	Sell	19,279 -1,854	-9%	-$62.1K	0.01%	822
2020 Q2	$594K	Buy	+21,133	New	+$597K	0.01%	851

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

Advisors Asset Management's IR Position: Q2 2026 in Review

Advisors Asset Management reduced its Ingersoll Rand (IR) stake by 35% in Q2 2026, selling an estimated $322K and leaving 7,802 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #937.

Advisors Asset Management first reported a position in IR in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.71M in Q4 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Advisors Asset Management held 7,802 shares of Ingersoll Rand worth $640K as of Q2 2026.
Advisors Asset Management sold 4,160 Ingersoll Rand shares in Q2 2026, an estimated $322K.
Ingersoll Rand made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #937 holding.
Advisors Asset Management first reported a position in Ingersoll Rand in Q2 2020 and has held it in 21 quarters since.
Advisors Asset Management's Ingersoll Rand position peaked at $2.71M in Q4 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.