Capital Analysts LLC’s Ingersoll Rand IR Stock Holding History

Capital Analysts 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	–	Sell	-237	Closed	-$19K	–	1570
2026 Q1	$19K	Hold	237	–	–	﹤0.01%	1138
2025 Q4	$19K	Hold	237	–	–	﹤0.01%	1113
2025 Q3	$20K	Buy	237 +100	+73%	+$8.2K	﹤0.01%	1081
2025 Q2	$11K	Hold	137	–	–	﹤0.01%	1129
2025 Q1	$11K	Hold	137	–	–	﹤0.01%	1114
2024 Q4	$12K	Hold	137	–	–	﹤0.01%	1035
2024 Q3	$13K	Hold	137	–	–	﹤0.01%	982
2024 Q2	$12K	Hold	137	–	–	﹤0.01%	937
2024 Q1	$13K	Hold	137	–	–	﹤0.01%	892
2023 Q4	$11K	Hold	137	–	–	﹤0.01%	887
2023 Q3	$9K	Hold	137	–	–	﹤0.01%	895
2023 Q2	$9K	Buy	137 +17	+14%	+$1K	﹤0.01%	834
2023 Q1	$7K	Sell	120 -59	-33%	-$3.33K	﹤0.01%	834
2022 Q4	$10K	Buy	179 +10	+6%	+$511	﹤0.01%	851
2022 Q3	$7K	Hold	169	–	–	﹤0.01%	851
2022 Q2	$7K	Hold	169	–	–	﹤0.01%	836
2022 Q1	$9K	Hold	169	–	–	﹤0.01%	762
2021 Q4	$10K	Hold	169	–	–	﹤0.01%	810
2021 Q3	$9K	Hold	169	–	–	﹤0.01%	804
2021 Q2	$8K	Hold	169	–	–	﹤0.01%	773
2021 Q1	$8K	Hold	169	–	–	﹤0.01%	822
2020 Q4	$8K	Hold	169	–	–	﹤0.01%	591
2020 Q3	$6K	Hold	169	–	–	﹤0.01%	634
2020 Q2	$5K	Hold	169	–	–	﹤0.01%	605
2020 Q1	$4K	Buy	+169	New	+$5.37K	﹤0.01%	598

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 Analysts LLC's IR Position: Q2 2026 in Review

Capital Analysts LLC sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 237 shares — an estimated $19K sold.

Capital Analysts LLC first reported a position in IR in Q1 2020 and held it in 25 quarters. The position peaked at $20K in Q3 2025. 891 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Capital Analysts LLC reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
Capital Analysts LLC sold 237 Ingersoll Rand shares in Q2 2026, an estimated $19K.
Capital Analysts LLC first reported a position in Ingersoll Rand in Q1 2020 and held it in 25 quarters.
Capital Analysts LLC's Ingersoll Rand position peaked at $20K in Q3 2025.
891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.