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

Capital International Investors

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

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

Capital World Investors

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

T. Rowe Price Associates

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

JP Morgan Chase

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

T. Rowe Price Investment Management

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

Capital Research Global Investors

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

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

Franklin Resources

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