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Annis Gardner Whiting Capital Advisors’s Ingersoll Rand IR Stock Holding History

Annis Gardner Whiting Capital 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
-84
Closed -$6.73K – 793
2026
Q1 		$6.73K Sell
84
-13
-13% -$1.15K ﹤0.01% 922
2025
Q4 		$7.68K Sell
97
-20
-17% -$1.58K ﹤0.01% 813
2025
Q3 		$9.67K Sell
117
-88
-43% -$7.21K ﹤0.01% 714
2025
Q2 		$17.1K Buy
205
+112
+120% +$8.83K 0.01% 591
2025
Q1 		$7.44K Hold
93
– – ﹤0.01% 583
2024
Q4 		$8.41K Hold
93
– – ﹤0.01% 554
2024
Q3 		$9.13K Sell
93
-251
-73% -$23.3K ﹤0.01% 556
2024
Q2 		$31.2K Sell
344
-29
-8% -$2.67K 0.01% 480
2024
Q1 		$35.4K Buy
373
+184
+97% +$15.7K 0.01% 446
2023
Q4 		$14.6K Sell
189
-64
-25% -$4.38K 0.01% 443
2023
Q3 		$16.1K Buy
+253
New +$16.8K 0.01% 417

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

Annis Gardner Whiting Capital Advisors's IR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 84 shares — an estimated $6.73K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IR in Q3 2023 and held it in 11 quarters. The position peaked at $35.4K in Q1 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 84 Ingersoll Rand shares in Q2 2026, an estimated $6.73K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Ingersoll Rand in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Ingersoll Rand position peaked at $35.4K in Q1 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.