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Bogart Wealth LLC’s Ingersoll Rand IR Stock Holding History

Bogart Wealth LLC’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 		$3.85K Buy
47
+37
+370% +$2.86K ﹤0.01% 1282
2026
Q1 		$801 Buy
10
+4
+67% +$353 ﹤0.01% 1493
2025
Q4 		$475 Hold
6
– – ﹤0.01% 1486
2025
Q3 		$496 Buy
+6
New +$492 ﹤0.01% 1440
2025
Q2 		– Sell
-27
Closed -$2.16K – 1498
2025
Q1 		$2.16K Buy
+27
New +$2.35K ﹤0.01% 1054
2019
Q2 		– Sell
-50
Closed -$1K – 353
2019
Q1 		$1K Buy
+50
New +$1.26K ﹤0.01% 330

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

Bogart Wealth LLC's IR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Ingersoll Rand (IR) stake by 370% in Q2 2026, buying an estimated $2.86K and bringing the position to 47 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Bogart Wealth LLC first reported a position in IR in Q1 2019 and has held it in 6 quarters since. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Bogart Wealth LLC held 47 shares of Ingersoll Rand worth $3.85K as of Q2 2026.
  • Bogart Wealth LLC bought 37 Ingersoll Rand shares in Q2 2026, an estimated $2.86K.
  • Ingersoll Rand made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1282 holding.
  • Bogart Wealth LLC first reported a position in Ingersoll Rand in Q1 2019 and has held it in 6 quarters since.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.