B. Riley Wealth Advisors’s Ingersoll Rand IR Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-473	Closed	-$36.4K	–	973
2026 Q1	$36.4K	Buy	+473	New	+$41.8K	﹤0.01%	842
2025 Q4	–	Sell	-174	Closed	-$14.4K	–	1101
2025 Q3	$14.4K	Buy	+174	New	+$14.3K	﹤0.01%	1049
2024 Q4	$215K	Sell	2,374 -3,354	-59%	-$334K	0.01%	1012
2024 Q3	$564K	Buy	5,728 +2,122	+59%	+$197K	0.02%	699
2024 Q2	$328K	Buy	3,606 +494	+16%	+$45.4K	0.01%	990
2024 Q1	$201K	Buy	3,112 +399	+15%	+$34.1K	0.01%	1277
2023 Q4	$212K	Sell	2,713 -399	-13%	-$27.3K	0.01%	1229
2023 Q3	$201K	Buy	+3,112	New	+$207K	0.01%	1277

Other funds holding IR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CCM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

B. Riley Wealth Advisors's IR Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 473 shares — an estimated $36.4K sold.

B. Riley Wealth Advisors first reported a position in IR in Q3 2023 and held it in 8 quarters. The position peaked at $564K in Q3 2024. 138 funds tracked by Wall St. Rank hold IR as of Q2 2026.

B. Riley Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 473 Ingersoll Rand shares in Q2 2026, an estimated $36.4K.
B. Riley Wealth Advisors first reported a position in Ingersoll Rand in Q3 2023 and held it in 8 quarters.
B. Riley Wealth Advisors's Ingersoll Rand position peaked at $564K in Q3 2024.
138 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.