CAPTRUST Financial Advisors
IR icon

CAPTRUST Financial Advisors’s Ingersoll Rand IR Stock Holding History

CAPTRUST Financial 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 		$1.33M Sell
16,175
-2,260
-12% -$175K ﹤0.01% 1578
2026
Q1 		$1.48M Buy
18,435
+389
+2% +$34.4K ﹤0.01% 1376
2025
Q4 		$1.43M Buy
18,046
+2,208
+14% +$174K ﹤0.01% 1278
2025
Q3 		$1.31M Sell
15,838
-731
-4% -$59.9K ﹤0.01% 1277
2025
Q2 		$1.38M Buy
16,569
+2,180
+15% +$172K ﹤0.01% 1168
2025
Q1 		$1.15M Buy
14,389
+1,002
+7% +$87.3K ﹤0.01% 1195
2024
Q4 		$1.21M Buy
13,387
+1,409
+12% +$140K ﹤0.01% 1137
2024
Q3 		$1.18M Sell
11,978
-1,280
-10% -$119K ﹤0.01% 1093
2024
Q2 		$1.2M Sell
13,258
-1,917
-13% -$176K ﹤0.01% 1049
2024
Q1 		$1.44M Sell
15,175
-5,118
-25% -$438K 0.01% 941
2023
Q4 		$1.57M Buy
20,293
+1,127
+6% +$77.1K 0.01% 1020
2023
Q3 		$1.22M Sell
19,166
-12,485
-39% -$831K ﹤0.01% 1090
2023
Q2 		$2.07M Buy
31,651
+12,599
+66% +$745K 0.01% 814
2023
Q1 		$1.11M Buy
19,052
+424
+2% +$23.9K ﹤0.01% 985
2022
Q4 		$973K Buy
18,628
+4,465
+32% +$228K ﹤0.01% 987
2022
Q3 		$613K Buy
14,163
+1,479
+12% +$69.7K ﹤0.01% 1150
2022
Q2 		$534K Buy
12,684
+507
+4% +$23.1K ﹤0.01% 1116
2022
Q1 		$613K Buy
12,177
+2,534
+26% +$136K ﹤0.01% 1055
2021
Q4 		$597K Buy
9,643
+463
+5% +$26.4K ﹤0.01% 1032
2021
Q3 		$463K Buy
9,180
+429
+5% +$21.8K ﹤0.01% 1064
2021
Q2 		$427K Sell
8,751
-67
-0.8% -$3.29K ﹤0.01% 1055
2021
Q1 		$434K Buy
8,818
+2,835
+47% +$131K ﹤0.01% 1020
2020
Q4 		$273K Buy
5,983
+870
+17% +$36K ﹤0.01% 1065
2020
Q3 		$182K Sell
5,113
-149
-3% -$4.99K ﹤0.01% 1067
2020
Q2 		$148K Sell
5,262
-2,280
-30% -$64.4K ﹤0.01% 1166
2020
Q1 		$179K Buy
+7,542
New +$240K ﹤0.01% 903

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

CAPTRUST Financial Advisors's IR Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Ingersoll Rand (IR) stake by 12% in Q2 2026, selling an estimated $175K and leaving 16,175 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

CAPTRUST Financial Advisors first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.07M in Q2 2023. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • CAPTRUST Financial Advisors held 16,175 shares of Ingersoll Rand worth $1.33M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 2,260 Ingersoll Rand shares in Q2 2026, an estimated $175K.
  • Ingersoll Rand made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1578 holding.
  • CAPTRUST Financial Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Ingersoll Rand position peaked at $2.07M in Q2 2023.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.