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Cooper Financial Group’s Ingersoll Rand IR Stock Holding History

Cooper Financial Group’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 		$233K Sell
3,107
-165
-5% -$13.1K 0.02% 402
2026
Q2 		$268K Sell
3,272
-2,813
-46% -$218K 0.02% 369
2026
Q1 		$488K Buy
6,085
+818
+16% +$72.2K 0.05% 259
2025
Q4 		$417K Sell
5,267
-852
-14% -$67.3K 0.04% 260
2025
Q3 		$506K Sell
6,119
-809
-12% -$66.3K 0.06% 236
2025
Q2 		$576K Sell
6,928
-222
-3% -$17.5K 0.07% 220
2025
Q1 		$572K Buy
7,150
+735
+11% +$64K 0.08% 220
2024
Q4 		$580K Sell
6,415
-960
-13% -$95.6K 0.07% 221
2024
Q3 		$724K Buy
7,375
+3,536
+92% +$329K 0.09% 191
2024
Q2 		$349K Buy
+3,839
New +$353K 0.05% 271

Other funds holding IR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Cooper Financial Group's IR Position: Q3 2026 in Review

Cooper Financial Group reduced its Ingersoll Rand (IR) stake by 5% in Q3 2026, selling an estimated $13.1K and leaving 3,107 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #402.

Cooper Financial Group first reported a position in IR in Q2 2024 and has held it in 10 quarters since. The position peaked at $724K in Q3 2024. 34 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Cooper Financial Group held 3,107 shares of Ingersoll Rand worth $233K as of Q3 2026.
  • Cooper Financial Group sold 165 Ingersoll Rand shares in Q3 2026, an estimated $13.1K.
  • Ingersoll Rand made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #402 holding.
  • Cooper Financial Group first reported a position in Ingersoll Rand in Q2 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's Ingersoll Rand position peaked at $724K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.