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Atria Wealth Solutions’s Ingersoll Rand IR Stock Holding History

Atria Wealth Solutions’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
Q2 		$561K Sell
6,746
-146
-2% -$11.5K 0.01% 865
2025
Q1 		$552K Sell
6,892
-4,067
-37% -$354K 0.01% 1156
2024
Q4 		$991K Buy
10,959
+4,197
+62% +$418K 0.01% 925
2024
Q3 		$664K Sell
6,762
-2,259
-25% -$210K 0.01% 1100
2024
Q2 		$820K Sell
9,021
-389
-4% -$35.8K 0.01% 985
2024
Q1 		$893K Buy
9,410
+851
+10% +$72.8K 0.01% 961
2023
Q4 		$662K Buy
8,559
+2,756
+47% +$188K 0.01% 1069
2023
Q3 		$370K Sell
5,803
-43
-0.7% -$2.86K 0.01% 1286
2023
Q2 		$382K Sell
5,846
-135
-2% -$7.98K 0.01% 1295
2023
Q1 		$348K Sell
5,981
-181
-3% -$10.2K 0.01% 1330
2022
Q4 		$322K Buy
6,162
+65
+1% +$3.32K 0.01% 1320
2022
Q3 		$264K Buy
6,097
+14
+0.2% +$659 ﹤0.01% 1377
2022
Q2 		$256K Sell
6,083
-13
-0.2% -$592 ﹤0.01% 1299
2022
Q1 		$307K Buy
+6,096
New +$327K 0.01% 1308

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Atria Wealth Solutions's IR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Ingersoll Rand (IR) stake by 2.1% in Q2 2025, selling an estimated $11.5K and leaving 6,746 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #865.

Atria Wealth Solutions first reported a position in IR in Q1 2022 and has held it in 14 quarters since. The position peaked at $991K in Q4 2024. 867 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Atria Wealth Solutions held 6,746 shares of Ingersoll Rand worth $561K as of Q2 2025.
  • Atria Wealth Solutions sold 146 Ingersoll Rand shares in Q2 2025, an estimated $11.5K.
  • Ingersoll Rand made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #865 holding.
  • Atria Wealth Solutions first reported a position in Ingersoll Rand in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Ingersoll Rand position peaked at $991K in Q4 2024.
  • 867 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.