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Allworth Financial’s Ingersoll Rand IR Stock Holding History

Allworth Financial’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 		$519K Sell
6,326
-980
-13% -$75.8K ﹤0.01% 968
2026
Q1 		$585K Buy
7,306
+566
+8% +$50K ﹤0.01% 890
2025
Q4 		$534K Buy
6,740
+652
+11% +$51.5K ﹤0.01% 910
2025
Q3 		$503K Sell
6,088
-2,028
-25% -$166K ﹤0.01% 893
2025
Q2 		$675K Buy
8,116
+3,736
+85% +$294K ﹤0.01% 748
2025
Q1 		$332K Sell
4,380
-76
-2% -$6.62K ﹤0.01% 794
2024
Q4 		$420K Buy
4,456
+1,052
+31% +$105K ﹤0.01% 735
2024
Q3 		$334K Buy
3,404
+220
+7% +$20.4K ﹤0.01% 683
2024
Q2 		$308K Buy
3,184
+1,010
+46% +$92.8K ﹤0.01% 690
2024
Q1 		$206K Buy
2,174
+366
+20% +$31.3K ﹤0.01% 775
2023
Q4 		$140K Buy
1,808
+288
+19% +$19.7K ﹤0.01% 831
2023
Q3 		$96.9K Sell
1,520
-29
-2% -$1.93K ﹤0.01% 889
2023
Q2 		$101K Sell
1,549
-210
-12% -$12.4K ﹤0.01% 896
2023
Q1 		$102K Buy
1,759
+37
+2% +$2.09K ﹤0.01% 850
2022
Q4 		$90K Buy
1,722
+82
+5% +$4.19K ﹤0.01% 843
2022
Q3 		$71K Sell
1,640
-302
-16% -$14.2K ﹤0.01% 858
2022
Q2 		$82K Sell
1,942
-264
-12% -$12K ﹤0.01% 766
2022
Q1 		$111K Buy
2,206
+263
+14% +$14.1K ﹤0.01% 700
2021
Q4 		$120K Buy
1,943
+160
+9% +$9.11K ﹤0.01% 645
2021
Q3 		$90K Buy
1,783
+186
+12% +$9.47K ﹤0.01% 637
2021
Q2 		$78K Hold
1,597
– – ﹤0.01% 524
2021
Q1 		$79K Hold
1,597
– – ﹤0.01% 486
2020
Q4 		$73K Hold
1,597
– – ﹤0.01% 407
2020
Q3 		$57K Hold
1,597
– – ﹤0.01% 404
2020
Q2 		$45K Hold
1,597
– – ﹤0.01% 436
2020
Q1 		$40K Buy
+1,597
New +$50.7K ﹤0.01% 433

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

Allworth Financial's IR Position: Q2 2026 in Review

Allworth Financial reduced its Ingersoll Rand (IR) stake by 13% in Q2 2026, selling an estimated $75.8K and leaving 6,326 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Allworth Financial first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $675K in Q2 2025. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Allworth Financial held 6,326 shares of Ingersoll Rand worth $519K as of Q2 2026.
  • Allworth Financial sold 980 Ingersoll Rand shares in Q2 2026, an estimated $75.8K.
  • Ingersoll Rand made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #968 holding.
  • Allworth Financial first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
  • Allworth Financial's Ingersoll Rand position peaked at $675K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.