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Avion Wealth’s Ingersoll Rand IR Stock Holding History

Avion 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 		$4K Sell
59
-37
-39% -$2.86K ﹤0.01% 852
2026
Q1 		$7K Buy
96
+11
+13% +$972 ﹤0.01% 579
2025
Q4 		$6K Sell
85
-8
-9% -$632 ﹤0.01% 622
2025
Q3 		$7K Sell
93
-18
-16% -$1.48K ﹤0.01% 573
2025
Q2 		$9K Buy
111
+59
+113% +$4.65K ﹤0.01% 500
2025
Q1 		$4K Hold
52
– – ﹤0.01% 584
2024
Q4 		$4K Buy
52
+5
+11% +$498 ﹤0.01% 582
2024
Q3 		$4K Sell
47
-13
-22% -$1.21K ﹤0.01% 571
2024
Q2 		$5K Buy
60
+25
+71% +$2.3K ﹤0.01% 464
2024
Q1 		$4K Buy
35
+18
+106% +$1.54K ﹤0.01% 504
2023
Q4 		$1K Sell
17
-8
-32% -$547 ﹤0.01% 836
2023
Q3 		$1K Buy
25
+16
+178% +$1.06K ﹤0.01% 657
2023
Q2 		$0 Buy
+9
New +$532 ﹤0.01% 884

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

Avion Wealth's IR Position: Q2 2026 in Review

Avion Wealth reduced its Ingersoll Rand (IR) stake by 39% in Q2 2026, selling an estimated $2.86K and leaving 59 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Avion Wealth first reported a position in IR in Q2 2023 and has held it in 13 quarters since. The position peaked at $9K in Q2 2025. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Avion Wealth held 59 shares of Ingersoll Rand worth $4K as of Q2 2026.
  • Avion Wealth sold 37 Ingersoll Rand shares in Q2 2026, an estimated $2.86K.
  • Ingersoll Rand made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #852 holding.
  • Avion Wealth first reported a position in Ingersoll Rand in Q2 2023 and has held it in 13 quarters since.
  • Avion Wealth's Ingersoll Rand position peaked at $9K in Q2 2025.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.