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Catalyst Financial Partners’s Ingersoll Rand IR Stock Holding History

Catalyst Financial Partners’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 		$419K Sell
5,116
-244
-5% -$18.9K 0.04% 251
2026
Q1 		$429K Sell
5,360
-17
-0.3% -$1.5K 0.05% 231
2025
Q4 		$426K Sell
5,377
-89
-2% -$7.03K 0.05% 203
2025
Q3 		$452K Buy
5,466
+122
+2% +$10K 0.05% 182
2025
Q2 		$445K Sell
5,344
-24
-0.4% -$1.89K 0.05% 178
2025
Q1 		$430K Sell
5,368
-46
-0.8% -$4.01K 0.08% 170
2024
Q4 		$490K Sell
5,414
-914
-14% -$91K 0.09% 138
2024
Q3 		$621K Buy
6,328
+311
+5% +$28.9K 0.12% 112
2024
Q2 		$547K Buy
6,017
+158
+3% +$14.5K 0.12% 109
2024
Q1 		$525K Buy
5,859
+42
+0.7% +$3.59K 0.14% 102
2023
Q4 		$450K Sell
5,817
-204
-3% -$13.9K 0.13% 105
2023
Q3 		$384K Buy
6,021
+194
+3% +$12.9K 0.12% 119
2023
Q2 		$381K Buy
5,827
+107
+2% +$6.33K 0.14% 110
2023
Q1 		$333K Sell
5,720
-10
-0.2% -$564 0.14% 112
2022
Q4 		$299K Buy
+5,730
New +$293K 0.15% 108

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

Catalyst Financial Partners's IR Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Ingersoll Rand (IR) stake by 4.6% in Q2 2026, selling an estimated $18.9K and leaving 5,116 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #251.

Catalyst Financial Partners first reported a position in IR in Q4 2022 and has held it in 15 quarters since. The position peaked at $621K in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Catalyst Financial Partners held 5,116 shares of Ingersoll Rand worth $419K as of Q2 2026.
  • Catalyst Financial Partners sold 244 Ingersoll Rand shares in Q2 2026, an estimated $18.9K.
  • Ingersoll Rand made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #251 holding.
  • Catalyst Financial Partners first reported a position in Ingersoll Rand in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Ingersoll Rand position peaked at $621K in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.