Athena Wealth Management
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
Q3 		$557K Sell
7,413
-249
-3% -$19.8K 0.4% 55
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Athena Wealth Management's IR Position: Q3 2026 in Review

Athena Wealth Management reduced its Ingersoll Rand (IR) stake by 3.2% in Q3 2026, selling an estimated $19.8K and leaving 7,413 shares worth $557K. The position accounts for 0.4% of the portfolio, ranked #55.

Athena Wealth Management first reported a position in IR in Q4 2025 and has held it in 4 quarters since. The position peaked at $628K in Q2 2026. 500 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Athena Wealth Management held 7,413 shares of Ingersoll Rand worth $557K as of Q3 2026.
  • Athena Wealth Management sold 249 Ingersoll Rand shares in Q3 2026, an estimated $19.8K.
  • Ingersoll Rand made up 0.4% of Athena Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Athena Wealth Management first reported a position in Ingersoll Rand in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Ingersoll Rand position peaked at $628K in Q2 2026.
  • 500 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.