Corient Private Wealth
IR icon

Corient Private Wealth’s Ingersoll Rand IR Stock Holding History

Corient Private Wealth’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 		$17.2M Sell
198,043
-6,045
-3% -$468K 0.02% 465
2026
Q1 		$16.3M Sell
204,088
-2,034
-1% -$180K 0.02% 453
2025
Q4 		$16.5M Sell
206,122
-11,934
-5% -$942K 0.02% 444
2025
Q3 		$18M Sell
218,056
-11,039
-5% -$905K 0.03% 406
2025
Q2 		$19.1M Sell
229,095
-13,786
-6% -$1.09M 0.03% 396
2025
Q1 		$19.4M Sell
242,881
-7,548
-3% -$658K 0.03% 393
2024
Q4 		$22.7M Sell
250,429
-15,781
-6% -$1.57M 0.04% 372
2024
Q3 		$26.1M Buy
266,210
+5,543
+2% +$515K 0.04% 373
2024
Q2 		$23.7M Sell
260,667
-46
-0% -$4.23K 0.04% 357
2024
Q1 		$24.8M Buy
260,713
+6,448
+3% +$552K 0.04% 348
2023
Q4 		$19.7M Buy
254,265
+523
+0.2% +$35.8K 0.04% 389
2023
Q3 		$16.2M Buy
253,742
+953
+0.4% +$63.4K 0.04% 393
2023
Q2 		$16.5M Sell
252,789
-14,107
-5% -$834K 0.04% 383
2023
Q1 		$15.5M Buy
266,896
+253,065
+1,830% +$14.3M 0.04% 359
2022
Q4 		$723K Buy
+13,831
New +$706K ﹤0.01% 1021

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

Corient Private Wealth's IR Position: Q2 2026 in Review

Corient Private Wealth reduced its Ingersoll Rand (IR) stake by 3% in Q2 2026, selling an estimated $468K and leaving 198,043 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #465.

Corient Private Wealth first reported a position in IR in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.1M in Q3 2024. 895 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Corient Private Wealth held 198,043 shares of Ingersoll Rand worth $17.2M as of Q2 2026.
  • Corient Private Wealth sold 6,045 Ingersoll Rand shares in Q2 2026, an estimated $468K.
  • Ingersoll Rand made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #465 holding.
  • Corient Private Wealth first reported a position in Ingersoll Rand in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Ingersoll Rand position peaked at $26.1M in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.