Covestor’s Ingersoll Rand IR Stock Holding History

Covestor’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	$12K	Sell	152 -2	-1%	-$155	0.01%	1440
2026 Q1	$12K	Sell	154 -64	-29%	-$5.65K	0.01%	1317
2025 Q4	$17K	Sell	218 -800	-79%	-$63.2K	0.01%	1352
2025 Q3	$84K	Buy	1,018 +112	+12%	+$9.18K	0.05%	667
2025 Q2	$75K	Buy	906 +666	+278%	+$52.5K	0.04%	710
2025 Q1	$19K	Buy	240 +4	+2%	+$348	0.01%	1217
2024 Q4	$21K	Sell	236 -126	-35%	-$12.5K	0.01%	1171
2024 Q3	$36K	Sell	362 -232	-39%	-$21.6K	0.02%	988
2024 Q2	$54K	Sell	594 -40	-6%	-$3.68K	0.03%	820
2024 Q1	$60K	Buy	634 +411	+184%	+$35.2K	0.04%	811
2023 Q4	$17K	Sell	223 -44	-16%	-$3.01K	0.01%	1254
2023 Q3	$17K	Hold	267	–	–	0.01%	1180
2023 Q2	$17K	Sell	267 -2	-0.7%	-$118	0.01%	1206
2023 Q1	$16K	Sell	269 -155	-37%	-$8.74K	0.01%	1090
2022 Q4	$22K	Sell	424 -1,020	-71%	-$52.1K	0.02%	1000
2022 Q3	$62K	Sell	1,444 -904	-39%	-$42.6K	0.05%	610
2022 Q2	$99K	Buy	2,348 +443	+23%	+$20.2K	0.08%	420
2022 Q1	$96K	Buy	1,905 +789	+71%	+$42.3K	0.06%	529
2021 Q4	$69K	Buy	+1,116	New	+$63.5K	0.1%	348

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's IR Position: Q2 2026 in Review

Covestor reduced its Ingersoll Rand (IR) stake by 1.3% in Q2 2026, selling an estimated $155 and leaving 152 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1440.

Covestor first reported a position in IR in Q4 2021 and has held it in 19 quarters since. The position peaked at $99K in Q2 2022. 715 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Covestor held 152 shares of Ingersoll Rand worth $12K as of Q2 2026.
Covestor sold 2 Ingersoll Rand shares in Q2 2026, an estimated $155.
Ingersoll Rand made up 0.01% of Covestor's portfolio in Q2 2026, its #1440 holding.
Covestor first reported a position in Ingersoll Rand in Q4 2021 and has held it in 19 quarters since.
Covestor's Ingersoll Rand position peaked at $99K in Q2 2022.
715 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.