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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
-30,000
Closed -$23.1K – 972
2026
Q1 		$23.1K Buy
+30,000
New +$2.65M ﹤0.01% 863
2025
Q4 		– Sell
-30,000
Closed -$24.8K – 1100
2025
Q3 		$24.8K Buy
+30,000
New +$2.46M ﹤0.01% 1034

Other funds holding IR

Swedbank
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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. 186 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.
  • 186 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.