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Clearstead Advisors’s Ingersoll Rand IR Stock Holding History

Clearstead 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 		$91.7K Buy
1,119
+480
+75% +$37.1K ﹤0.01% 1319
2026
Q1 		$51.2K Sell
639
-1,035
-62% -$91.4K ﹤0.01% 1276
2025
Q4 		$133K Buy
1,674
+804
+92% +$63.5K ﹤0.01% 1040
2025
Q3 		$71.9K Sell
870
-253
-23% -$20.7K ﹤0.01% 1160
2025
Q2 		$93.4K Buy
1,123
+1,011
+903% +$79.7K ﹤0.01% 1083
2025
Q1 		$8.96K Sell
112
-39
-26% -$3.4K ﹤0.01% 1629
2024
Q4 		$13.7K Sell
151
-113
-43% -$11.3K ﹤0.01% 1499
2024
Q3 		$25.9K Buy
264
+61
+30% +$5.67K ﹤0.01% 1357
2024
Q2 		$18.4K Buy
203
+93
+85% +$8.55K ﹤0.01% 1401
2024
Q1 		$9.99K Sell
110
-25
-19% -$2.14K ﹤0.01% 1055
2023
Q4 		$10.4K Buy
135
+25
+23% +$1.71K ﹤0.01% 1053
2023
Q3 		$7.01K Hold
110
– – ﹤0.01% 1042
2023
Q2 		$7.19K Hold
110
– – ﹤0.01% 1014
2023
Q1 		$6.4K Hold
110
– – ﹤0.01% 1000
2022
Q4 		$5.75K Hold
110
– – ﹤0.01% 968
2022
Q3 		$5K Sell
110
-474
-81% -$22.3K ﹤0.01% 975
2022
Q2 		$25K Sell
584
-2,649
-82% -$121K ﹤0.01% 748
2022
Q1 		$163K Sell
3,233
-32
-1% -$1.71K 0.01% 447
2021
Q4 		$202K Buy
3,265
+34
+1% +$1.94K 0.01% 387
2021
Q3 		$163K Sell
3,231
-37
-1% -$1.88K 0.01% 401
2021
Q2 		$160K Sell
3,268
-130
-4% -$6.38K 0.01% 374
2021
Q1 		$167K Buy
3,398
+17
+0.5% +$787 0.01% 358
2020
Q4 		$154K Buy
+3,381
New +$140K 0.01% 352

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

Clearstead Advisors's IR Position: Q2 2026 in Review

Clearstead Advisors increased its Ingersoll Rand (IR) stake by 75% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,119 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Clearstead Advisors first reported a position in IR in Q4 2020 and has held it in 23 quarters since. The position peaked at $202K in Q4 2021. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Clearstead Advisors held 1,119 shares of Ingersoll Rand worth $91.7K as of Q2 2026.
  • Clearstead Advisors bought 480 Ingersoll Rand shares in Q2 2026, an estimated $37.1K.
  • Ingersoll Rand made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1319 holding.
  • Clearstead Advisors first reported a position in Ingersoll Rand in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Ingersoll Rand position peaked at $202K in Q4 2021.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.