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Cape Investment Advisory’s Ingersoll Rand IR Stock Holding History

Cape Investment Advisory’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 		$21.7K Buy
+265
New +$20.5K 0.01% 685
2026
Q1 		– Sell
-261
Closed -$20.7K – 689
2025
Q4 		$20.7K Sell
261
-26
-9% -$2.05K 0.01% 604
2025
Q3 		$23.7K Buy
287
+26
+10% +$2.13K 0.02% 299
2025
Q2 		$21.7K Hold
261
– – 0.01% 495
2025
Q1 		$20.9K Sell
261
-2
-0.8% -$174 0.01% 473
2024
Q4 		$23.8K Buy
+263
New +$26.2K 0.01% 454

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

Cape Investment Advisory's IR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Ingersoll Rand (IR) in Q2 2026: 265 shares worth $21.7K. The stake represents 0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IR as recently as Q4 2025.

Cape Investment Advisory first reported a position in IR in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.8K in Q4 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Cape Investment Advisory held 265 shares of Ingersoll Rand worth $21.7K as of Q2 2026.
  • Ingersoll Rand was a new Cape Investment Advisory position in Q2 2026.
  • Ingersoll Rand made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #685 holding.
  • Cape Investment Advisory first reported a position in Ingersoll Rand in Q4 2024 and has held it in 6 quarters since.
  • Cape Investment Advisory's Ingersoll Rand position peaked at $23.8K in Q4 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.