Carolinas Wealth Consulting’s Ingersoll Rand IR Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-18	Closed	-$1.44K	–	461
2025 Q1	$1.44K	Buy	18 +5	+38%	+$436	﹤0.01%	862
2024 Q4	$1.18K	Buy	13 +5	+63%	+$498	﹤0.01%	922
2024 Q3	$786	Hold	8	–	–	﹤0.01%	957
2024 Q2	$727	Buy	8 +5	+167%	+$460	﹤0.01%	952
2024 Q1	$285	Hold	3	–	–	﹤0.01%	1014
2023 Q4	$232	Hold	3	–	–	﹤0.01%	982
2023 Q3	$182	Sell	3 -363	-99%	-$24.2K	﹤0.01%	1008
2023 Q2	$23.9K	Hold	366	–	–	﹤0.01%	448
2023 Q1	$21.3K	Hold	366	–	–	﹤0.01%	486
2022 Q4	$19.1K	Buy	366 +87	+31%	+$4.44K	﹤0.01%	505
2022 Q3	$12K	Buy	279 +276	+9,200%	+$13K	﹤0.01%	535
2022 Q2	$0	Hold	3	–	–	﹤0.01%	920
2022 Q1	$0	Hold	3	–	–	﹤0.01%	961
2021 Q4	$0	Hold	3	–	–	﹤0.01%	990
2021 Q3	$0	Hold	3	–	–	﹤0.01%	961
2021 Q2	$0	Hold	3	–	–	﹤0.01%	969
2021 Q1	$0	Hold	3	–	–	﹤0.01%	966
2020 Q4	$0	Hold	3	–	–	﹤0.01%	944
2020 Q3	$0	Hold	3	–	–	﹤0.01%	968
2020 Q2	$0	Buy	+3	New	+$85	﹤0.01%	690

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's IR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 18 shares — an estimated $1.44K sold.

Carolinas Wealth Consulting first reported a position in IR in Q2 2020 and held it in 20 quarters. The position peaked at $23.9K in Q2 2023. 869 funds tracked by Wall St. Rank hold IR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 18 Ingersoll Rand shares in Q2 2025, an estimated $1.44K.
Carolinas Wealth Consulting first reported a position in Ingersoll Rand in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Ingersoll Rand position peaked at $23.9K in Q2 2023.
869 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.