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Atomi Financial Group’s Ingersoll Rand IR Stock Holding History

Atomi Financial Group’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 		– Sell
-3,833
Closed -$307K – 1300
2026
Q1 		$307K Buy
3,833
+679
+22% +$60K 0.01% 935
2025
Q4 		$250K Buy
3,154
+391
+14% +$30.9K 0.01% 1035
2025
Q3 		$228K Buy
2,763
+157
+6% +$12.9K 0.01% 1046
2025
Q2 		$217K Buy
+2,606
New +$205K 0.01% 1004
2025
Q1 		– Sell
-2,497
Closed -$226K – 1077
2024
Q4 		$226K Buy
+2,497
New +$249K 0.01% 859

Other funds holding IR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atomi Financial Group's IR Position: Q2 2026 in Review

Atomi Financial Group sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 3,833 shares — an estimated $307K sold.

Atomi Financial Group first reported a position in IR in Q4 2024 and held it in 5 quarters. The position peaked at $307K in Q1 2026. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Atomi Financial Group reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Atomi Financial Group sold 3,833 Ingersoll Rand shares in Q2 2026, an estimated $307K.
  • Atomi Financial Group first reported a position in Ingersoll Rand in Q4 2024 and held it in 5 quarters.
  • Atomi Financial Group's Ingersoll Rand position peaked at $307K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.