Capital Advisors Ltd’s Ingersoll Rand IR Stock Holding History

Capital Advisors Ltd’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	$12K	Hold	144	–	–	﹤0.01%	821
2026 Q1	$12K	Hold	144	–	–	﹤0.01%	791
2025 Q4	$11K	Hold	144	–	–	﹤0.01%	786
2025 Q3	$12K	Hold	144	–	–	﹤0.01%	762
2025 Q2	$12K	Hold	144	–	–	﹤0.01%	745
2025 Q1	$12K	Sell	144 -3	-2%	-$261	﹤0.01%	727
2024 Q4	$13K	Hold	147	–	–	﹤0.01%	722
2024 Q3	$14K	Buy	147 +1	+0.7%	+$93	﹤0.01%	699
2024 Q2	$13K	Sell	146 -7	-5%	-$643	﹤0.01%	689
2024 Q1	$15K	Buy	153 +9	+6%	+$770	﹤0.01%	639
2023 Q4	$11K	Hold	144	–	–	﹤0.01%	677
2023 Q3	$9K	Hold	144	–	–	﹤0.01%	706
2023 Q2	$9K	Buy	144 +136	+1,700%	+$8.04K	﹤0.01%	718
2023 Q1	$0	Sell	8 -136	-94%	-$7.67K	﹤0.01%	1370
2022 Q4	$0	Buy	144 +136	+1,700%	+$6.94K	﹤0.01%	1410
2022 Q3	$0	Buy	+8	New	+$377	﹤0.01%	1356

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Ltd's IR Position: Q2 2026 in Review

Capital Advisors Ltd held its Ingersoll Rand (IR) position steady in Q2 2026 at 144 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Capital Advisors Ltd first reported a position in IR in Q3 2022 and has held it in 16 quarters since. The position peaked at $15K in Q1 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Capital Advisors Ltd held 144 shares of Ingersoll Rand worth $12K as of Q2 2026.
Capital Advisors Ltd left its Ingersoll Rand share count unchanged in Q2 2026.
Ingersoll Rand made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #821 holding.
Capital Advisors Ltd first reported a position in Ingersoll Rand in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's Ingersoll Rand position peaked at $15K in Q1 2024.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.