Arkadios Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Arkadios Wealth 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 Q1	$472K	Buy	5,897 +118	+2%	+$10.4K	0.01%	1141
2025 Q4	$458K	Buy	5,779 +905	+19%	+$71.5K	0.01%	1057
2025 Q3	$403K	Buy	4,874 +479	+11%	+$39.3K	0.01%	1040
2025 Q2	$366K	Buy	4,395 +1,811	+70%	+$143K	0.01%	975
2025 Q1	$207K	Buy	+2,584	New	+$225K	0.01%	1032
2021 Q4	–	Sell	-66	Closed	-$3K	–	1172
2021 Q3	$3K	Sell	66 -30	-31%	-$1.53K	﹤0.01%	1708
2021 Q2	$4K	Hold	96	–	–	﹤0.01%	1766
2021 Q1	$4K	Buy	96 +22	+30%	+$1.02K	﹤0.01%	1413
2020 Q4	$3K	Buy	74 +17	+30%	+$703	﹤0.01%	1202
2020 Q3	$2.12K	Buy	57 +25	+78%	+$837	﹤0.01%	934
2020 Q2	$951	Sell	32 -129	-80%	-$3.64K	﹤0.01%	895
2020 Q1	$3.99K	Buy	+161	New	+$5.11K	﹤0.01%	832

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arkadios Wealth Advisors's IR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Ingersoll Rand (IR) stake by 2% in Q1 2026, buying an estimated $10.4K and bringing the position to 5,897 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1141.

Arkadios Wealth Advisors first reported a position in IR in Q1 2020 and has held it in 12 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Arkadios Wealth Advisors held 5,897 shares of Ingersoll Rand worth $472K as of Q1 2026.
Arkadios Wealth Advisors bought 118 Ingersoll Rand shares in Q1 2026, an estimated $10.4K.
Ingersoll Rand made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1141 holding.
Arkadios Wealth Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 12 quarters since.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.