APW
IR icon

Aventura Private Wealth’s Ingersoll Rand IR Stock Holding History

Aventura Private Wealth’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 		$316K Buy
3,851
+127
+3% +$9.83K 0.1% 140
2026
Q1 		$298K Sell
3,724
-3
-0.1% -$265 0.11% 127
2025
Q4 		$295K Sell
3,727
-582
-14% -$46K 0.11% 128
2025
Q3 		$356K Sell
4,309
-989
-19% -$81.1K 0.13% 113
2025
Q2 		$441K Sell
5,298
-384
-7% -$30.3K 0.19% 91
2025
Q1 		$455K Buy
5,682
+126
+2% +$11K 0.24% 84
2024
Q4 		$503K Buy
+5,556
New +$553K 0.27% 76

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

Aventura Private Wealth's IR Position: Q2 2026 in Review

Aventura Private Wealth increased its Ingersoll Rand (IR) stake by 3.4% in Q2 2026, buying an estimated $9.83K and bringing the position to 3,851 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #140.

Aventura Private Wealth first reported a position in IR in Q4 2024 and has held it in 7 quarters since. The position peaked at $503K in Q4 2024. 891 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Aventura Private Wealth held 3,851 shares of Ingersoll Rand worth $316K as of Q2 2026.
  • Aventura Private Wealth bought 127 Ingersoll Rand shares in Q2 2026, an estimated $9.83K.
  • Ingersoll Rand made up 0.1% of Aventura Private Wealth's portfolio in Q2 2026, its #140 holding.
  • Aventura Private Wealth first reported a position in Ingersoll Rand in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Ingersoll Rand position peaked at $503K in Q4 2024.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.