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 Q2	$435K	Sell	5,309 -588	-10%	-$45.5K	0.01%	1201
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

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

Arkadios Wealth Advisors's IR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Ingersoll Rand (IR) stake by 10% in Q2 2026, selling an estimated $45.5K and leaving 5,309 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1201.

Arkadios Wealth Advisors first reported a position in IR in Q1 2020 and has held it in 13 quarters since. The position peaked at $472K in Q1 2026. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Arkadios Wealth Advisors held 5,309 shares of Ingersoll Rand worth $435K as of Q2 2026.
Arkadios Wealth Advisors sold 588 Ingersoll Rand shares in Q2 2026, an estimated $45.5K.
Ingersoll Rand made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1201 holding.
Arkadios Wealth Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 13 quarters since.
Arkadios Wealth Advisors's Ingersoll Rand position peaked at $472K in Q1 2026.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

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