AWM
IR icon

Athena Wealth Management’s Ingersoll Rand IR Stock Holding History

Athena Wealth 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 		$628K Buy
7,662
+619
+9% +$47.9K 0.47% 55
2026
Q1 		$564K Buy
7,043
+2,477
+54% +$219K 0.46% 54
2025
Q4 		$362K Buy
+4,566
New +$360K 0.35% 66

Other funds holding IR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Athena Wealth Management's IR Position: Q2 2026 in Review

Athena Wealth Management increased its Ingersoll Rand (IR) stake by 8.8% in Q2 2026, buying an estimated $47.9K and bringing the position to 7,662 shares worth $628K. The position accounts for 0.47% of the portfolio, ranked #55.

Athena Wealth Management first reported a position in IR in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Athena Wealth Management held 7,662 shares of Ingersoll Rand worth $628K as of Q2 2026.
  • Athena Wealth Management bought 619 Ingersoll Rand shares in Q2 2026, an estimated $47.9K.
  • Ingersoll Rand made up 0.47% of Athena Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Athena Wealth Management first reported a position in Ingersoll Rand in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.