Avantax Advisory Services’s Ingersoll Rand IR Stock Holding History

Avantax Advisory Services’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	$744K	Buy	8,940 +959	+12%	+$75.6K	﹤0.01%	1338
2025 Q1	$639K	Sell	7,981 -2,746	-26%	-$239K	﹤0.01%	1356
2024 Q4	$970K	Buy	10,727 +5,083	+90%	+$506K	0.01%	1052
2024 Q3	$554K	Buy	5,644 +227	+4%	+$21.1K	﹤0.01%	1342
2024 Q2	$492K	Buy	5,417 +2,917	+117%	+$268K	﹤0.01%	1370
2024 Q1	$237K	Buy	+2,500	New	+$214K	﹤0.01%	1440

Other funds holding IR

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

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 Los Angeles, California $733B AUM 35.63% 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

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

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

Avantax Advisory Services's IR Position: Q2 2025 in Review

Avantax Advisory Services increased its Ingersoll Rand (IR) stake by 12% in Q2 2025, buying an estimated $75.6K and bringing the position to 8,940 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Avantax Advisory Services first reported a position in IR in Q1 2024 and has held it in 6 quarters since. The position peaked at $970K in Q4 2024. 869 funds tracked by Wall St. Rank hold IR as of Q2 2025.

Avantax Advisory Services held 8,940 shares of Ingersoll Rand worth $744K as of Q2 2025.
Avantax Advisory Services bought 959 Ingersoll Rand shares in Q2 2025, an estimated $75.6K.
Ingersoll Rand made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1338 holding.
Avantax Advisory Services first reported a position in Ingersoll Rand in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's Ingersoll Rand position peaked at $970K in Q4 2024.
869 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.