CoreCap Advisors’s Ingersoll Rand IR Stock Holding History

CoreCap 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	$3.77K	Buy	46 +2	+5%	+$155	﹤0.01%	2363
2026 Q1	$3.52K	Sell	44 -3	-6%	-$265	﹤0.01%	2271
2025 Q4	$3.72K	Buy	47 +2	+4%	+$158	﹤0.01%	2305
2025 Q3	$3.72K	Sell	45 -9	-17%	-$738	﹤0.01%	2242
2025 Q2	$4.49K	Sell	54 -104	-66%	-$8.2K	﹤0.01%	2141
2025 Q1	$12.6K	Sell	158 -4,398	-97%	-$383K	﹤0.01%	1717
2024 Q4	$412K	Buy	4,556 +82	+2%	+$8.16K	0.02%	511
2024 Q3	$439K	Buy	4,474 +4,172	+1,381%	+$388K	0.02%	497
2024 Q2	$27.4K	Sell	302 -296	-49%	-$27.2K	﹤0.01%	800
2024 Q1	$56.8K	Buy	+598	New	+$51.1K	﹤0.01%	1056
2022 Q4	$41.4K	Buy	+793	New	+$40.5K	﹤0.01%	1051
2022 Q3	–	Sell	-793	Closed	-$33K	–	1286
2022 Q2	$33K	Buy	+793	New	+$36.1K	﹤0.01%	1079
2022 Q1	–	Sell	-1,563	Closed	-$97K	–	1287
2021 Q4	$97K	Buy	+1,563	New	+$89K	0.01%	759

Other funds holding IR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return