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Ballentine Partners’s Ingersoll Rand IR Stock Holding History

Ballentine Partners’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 		$571K Sell
6,964
-6,358
-48% -$492K 0.01% 524
2026
Q1 		$1.07M Buy
13,322
+1,271
+11% +$112K 0.01% 339
2025
Q4 		$955K Sell
12,051
-3,905
-24% -$308K 0.01% 336
2025
Q3 		$1.32M Sell
15,956
-2,245
-12% -$184K 0.02% 275
2025
Q2 		$1.51M Buy
18,201
+418
+2% +$32.9K 0.02% 243
2025
Q1 		$1.42M Buy
17,783
+4,609
+35% +$402K 0.02% 234
2024
Q4 		$1.19M Buy
13,174
+290
+2% +$28.9K 0.02% 251
2024
Q3 		$1.26M Buy
12,884
+290
+2% +$27K 0.02% 237
2024
Q2 		$1.14M Buy
12,594
+875
+7% +$80.4K 0.02% 236
2024
Q1 		$1.11M Buy
11,719
+249
+2% +$21.3K 0.02% 221
2023
Q4 		$887K Buy
11,470
+72
+0.6% +$4.92K 0.02% 248
2023
Q3 		$726K Buy
11,398
+101
+0.9% +$6.72K 0.02% 246
2023
Q2 		$738K Buy
11,297
+312
+3% +$18.4K 0.02% 238
2023
Q1 		$639K Buy
10,985
+501
+5% +$28.2K 0.02% 255
2022
Q4 		$548K Buy
10,484
+78
+0.7% +$3.98K 0.02% 260
2022
Q3 		$450K Buy
10,406
+646
+7% +$30.4K 0.02% 265
2022
Q2 		$411K Buy
9,760
+514
+6% +$23.4K 0.01% 265
2022
Q1 		$466K Buy
9,246
+37
+0.4% +$1.98K 0.01% 264
2021
Q4 		$569K Hold
9,209
– – 0.02% 245
2021
Q3 		$464K Buy
9,209
+20
+0.2% +$1.02K 0.02% 253
2021
Q2 		$448K Buy
9,189
+5
+0.1% +$245 0.02% 254
2021
Q1 		$452K Sell
9,184
-68
-0.7% -$3.15K 0.02% 235
2020
Q4 		$422K Sell
9,252
-794
-8% -$32.9K 0.02% 236
2020
Q3 		$358K Buy
10,046
+20
+0.2% +$670 0.02% 257
2020
Q2 		$281K Buy
10,026
+159
+2% +$4.49K 0.01% 290
2020
Q1 		$245K Buy
+9,867
New +$313K 0.01% 284

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
TE
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
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
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ballentine Partners's IR Position: Q2 2026 in Review

Ballentine Partners reduced its Ingersoll Rand (IR) stake by 48% in Q2 2026, selling an estimated $492K and leaving 6,964 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #524.

Ballentine Partners first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.51M in Q2 2025. 110 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Ballentine Partners held 6,964 shares of Ingersoll Rand worth $571K as of Q2 2026.
  • Ballentine Partners sold 6,358 Ingersoll Rand shares in Q2 2026, an estimated $492K.
  • Ingersoll Rand made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #524 holding.
  • Ballentine Partners first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
  • Ballentine Partners's Ingersoll Rand position peaked at $1.51M in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.