Atlas Private Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Atlas Private 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
2025 Q3	–	Sell	-3,585	Closed	-$298K	–	164
2025 Q2	$298K	Hold	3,585	–	–	0.04%	159
2025 Q1	$287K	Buy	3,585 +53	+2%	+$4.62K	0.04%	148
2024 Q4	$319K	Buy	3,532 +2	+0.1%	+$199	0.05%	128
2024 Q3	$347K	Hold	3,530	–	–	0.05%	113
2024 Q2	$321K	Buy	+3,530	New	+$324K	0.05%	114
2024 Q1	–	Sell	-3,528	Closed	-$273K	–	139
2023 Q4	$273K	Hold	3,528	–	–	0.05%	128
2023 Q3	$225K	Hold	3,528	–	–	0.04%	165
2023 Q2	$231K	Buy	+3,528	New	+$209K	0.05%	167
2021 Q4	–	Sell	-1,764	Closed	-$89K	–	418
2021 Q3	$89K	Hold	1,764	–	–	0.05%	181
2021 Q2	$86K	Sell	1,764 -60	-3%	-$2.94K	0.05%	178
2021 Q1	$90K	Buy	1,824 +18	+1%	+$833	0.05%	173
2020 Q4	$82K	Buy	1,806 +42	+2%	+$1.74K	0.06%	169
2020 Q3	$63K	Hold	1,764	–	–	0.05%	178
2020 Q2	$50K	Buy	+1,764	New	+$49.8K	0.04%	203

Other funds holding IR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Advisors's IR Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 3,585 shares — an estimated $298K sold.

Atlas Private Wealth Advisors first reported a position in IR in Q2 2020 and held it in 14 quarters. The position peaked at $347K in Q3 2024. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,585 Ingersoll Rand shares in Q3 2025, an estimated $298K.
Atlas Private Wealth Advisors first reported a position in Ingersoll Rand in Q2 2020 and held it in 14 quarters.
Atlas Private Wealth Advisors's Ingersoll Rand position peaked at $347K in Q3 2024.
880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.