Consilium Wealth Advisory
IR icon

Consilium Wealth Advisory’s Ingersoll Rand IR Stock Holding History

Consilium Wealth Advisory’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
Q3 		$338K Buy
4,504
+1
+0% +$80 0.1% 87
2026
Q2 		$369K Buy
4,503
+1
+0% +$77 0.11% 85
2026
Q1 		$361K Sell
4,502
-117
-3% -$10.3K 0.12% 85
2025
Q4 		$366K Sell
4,619
-12,084
-72% -$954K 0.14% 76
2025
Q3 		$1.38M Sell
16,703
-258
-2% -$21.1K 0.53% 33
2025
Q2 		$1.41M Buy
16,961
+186
+1% +$14.7K 0.6% 31
2025
Q1 		$1.34M Buy
16,775
+2,650
+19% +$231K 0.67% 35
2024
Q4 		$1.28M Sell
14,125
-3,941
-22% -$392K 0.61% 35
2024
Q3 		$1.77M Buy
18,066
+3,666
+25% +$341K 0.97% 24
2024
Q2 		$1.31M Sell
14,400
-371
-3% -$34.1K 0.71% 29
2024
Q1 		$1.4M Sell
14,771
-93
-0.6% -$7.96K 0.79% 29
2023
Q4 		$1.15M Buy
14,864
+2,210
+17% +$151K 0.69% 26
2023
Q3 		$806K Buy
12,654
+1,303
+11% +$86.7K 0.56% 32
2023
Q2 		$742K Buy
11,351
+1,138
+11% +$67.3K 0.51% 35
2023
Q1 		$594K Sell
10,213
-3,273
-24% -$185K 0.51% 37
2022
Q4 		$705K Buy
13,486
+752
+6% +$38.4K 0.6% 37
2022
Q3 		$551K Buy
12,734
+2,124
+20% +$100K 0.61% 39
2022
Q2 		$446K Sell
10,610
-6,514
-38% -$297K 0.48% 53
2022
Q1 		$862K Sell
17,124
-27
-0.2% -$1.45K 0.62% 39
2021
Q4 		$1.06M Buy
+17,151
New +$977K 0.69% 33

Other funds holding IR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Consilium Wealth Advisory's IR Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Ingersoll Rand (IR) stake by 0.02% in Q3 2026, buying an estimated $80 and bringing the position to 4,504 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #87.

Consilium Wealth Advisory first reported a position in IR in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q3 2024. 548 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Consilium Wealth Advisory held 4,504 shares of Ingersoll Rand worth $338K as of Q3 2026.
  • Consilium Wealth Advisory bought 1 Ingersoll Rand share in Q3 2026, an estimated $80.
  • Ingersoll Rand made up 0.1% of Consilium Wealth Advisory's portfolio in Q3 2026, its #87 holding.
  • Consilium Wealth Advisory first reported a position in Ingersoll Rand in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's Ingersoll Rand position peaked at $1.77M in Q3 2024.
  • 548 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.