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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return