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Cassaday & Co Wealth Management’s Ingersoll Rand IR Stock Holding History

Cassaday & Co Wealth Management’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 		$7.77K Hold
93
– – ﹤0.01% 904
2026
Q1 		$7.6K Buy
+93
New +$8.21K ﹤0.01% 916

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

Cassaday & Co Wealth Management's IR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Ingersoll Rand (IR) position steady in Q2 2026 at 93 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Cassaday & Co Wealth Management first reported a position in IR in Q1 2026 and has held it in 2 quarters since. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Cassaday & Co Wealth Management held 93 shares of Ingersoll Rand worth $7.77K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Ingersoll Rand share count unchanged in Q2 2026.
  • Ingersoll Rand made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #904 holding.
  • Cassaday & Co Wealth Management first reported a position in Ingersoll Rand in Q1 2026 and has held it in 2 quarters since.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.