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Atwood & Palmer’s Ingersoll Rand IR Stock Holding History

Atwood & Palmer’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 		$752 Hold
10
– – ﹤0.01% 468
2026
Q2 		$820 Hold
10
– – ﹤0.01% 461
2026
Q1 		$802 Hold
10
– – ﹤0.01% 483
2025
Q4 		$793 Hold
10
– – ﹤0.01% 467
2025
Q3 		$827 Hold
10
– – ﹤0.01% 466
2025
Q2 		$832 Hold
10
– – ﹤0.01% 489
2025
Q1 		$801 Hold
10
– – ﹤0.01% 416
2024
Q4 		$905 Hold
10
– – ﹤0.01% 435
2024
Q3 		$982 Hold
10
– – ﹤0.01% 432
2024
Q2 		$909 Sell
10
-17
-63% -$1.56K ﹤0.01% 418
2024
Q1 		$2.56K Buy
27
+17
+170% +$1.45K ﹤0.01% 360
2023
Q4 		$774 Buy
+10
New +$684 ﹤0.01% 381

Other funds holding IR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Atwood & Palmer's IR Position: Q3 2026 in Review

Atwood & Palmer held its Ingersoll Rand (IR) position steady in Q3 2026 at 10 shares worth $752. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Atwood & Palmer first reported a position in IR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.56K in Q1 2024. 34 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Atwood & Palmer held 10 shares of Ingersoll Rand worth $752 as of Q3 2026.
  • Atwood & Palmer left its Ingersoll Rand share count unchanged in Q3 2026.
  • Ingersoll Rand made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #468 holding.
  • Atwood & Palmer first reported a position in Ingersoll Rand in Q4 2023 and has held it in 12 quarters since.
  • Atwood & Palmer's Ingersoll Rand position peaked at $2.56K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.