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Beacon Pointe Advisors’s Ingersoll Rand IR Stock Holding History

Beacon Pointe 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 		$668K Buy
8,144
+631
+8% +$48.8K ﹤0.01% 1205
2026
Q1 		$602K Buy
7,513
+2,554
+52% +$226K ﹤0.01% 1217
2025
Q4 		$393K Sell
4,959
-598
-11% -$47.2K ﹤0.01% 1152
2025
Q3 		$459K Buy
5,557
+123
+2% +$10.1K ﹤0.01% 1032
2025
Q2 		$452K Sell
5,434
-129
-2% -$10.2K ﹤0.01% 914
2025
Q1 		$445K Sell
5,563
-62
-1% -$5.4K 0.01% 881
2024
Q4 		$509K Buy
5,625
+442
+9% +$44K 0.01% 827
2024
Q3 		$509K Sell
5,183
-368
-7% -$34.2K 0.01% 850
2024
Q2 		$504K Sell
5,551
-725
-12% -$66.6K 0.01% 864
2024
Q1 		$596K Sell
6,276
-69
-1% -$5.9K 0.01% 848
2023
Q4 		$491K Sell
6,345
-203
-3% -$13.9K 0.01% 915
2023
Q3 		$417K Buy
6,548
+125
+2% +$8.32K 0.01% 944
2023
Q2 		$420K Buy
6,423
+141
+2% +$8.34K 0.01% 771
2023
Q1 		$365K Sell
6,282
-382
-6% -$21.5K 0.01% 856
2022
Q4 		$348K Sell
6,664
-524
-7% -$26.8K 0.01% 812
2022
Q3 		$309K Buy
7,188
+70
+1% +$3.3K 0.01% 786
2022
Q2 		$297K Sell
7,118
-1,539
-18% -$70.1K 0.01% 830
2022
Q1 		$436K Buy
+8,657
New +$464K 0.01% 842
2021
Q4 		– Sell
-6,076
Closed -$306K – 973
2021
Q3 		$306K Buy
+6,076
New +$309K 0.01% 698

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

Beacon Pointe Advisors's IR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Ingersoll Rand (IR) stake by 8.4% in Q2 2026, buying an estimated $48.8K and bringing the position to 8,144 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Beacon Pointe Advisors first reported a position in IR in Q3 2021 and has held it in 19 quarters since. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Beacon Pointe Advisors held 8,144 shares of Ingersoll Rand worth $668K as of Q2 2026.
  • Beacon Pointe Advisors bought 631 Ingersoll Rand shares in Q2 2026, an estimated $48.8K.
  • Ingersoll Rand made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1205 holding.
  • Beacon Pointe Advisors first reported a position in Ingersoll Rand in Q3 2021 and has held it in 19 quarters since.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.