CreativeOne Wealth’s Ingersoll Rand IR Stock Holding History

CreativeOne 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	$211K	Sell	2,571 -734	-22%	-$56.8K	﹤0.01%	1136
2026 Q1	$265K	Buy	+3,305	New	+$292K	0.01%	1024
2025 Q4	–	Sell	-4,400	Closed	-$364K	–	1228
2025 Q3	$364K	Sell	4,400 -607	-12%	-$49.8K	0.01%	875
2025 Q2	$416K	Sell	5,007 -817	-14%	-$64.4K	0.01%	800
2025 Q1	$466K	Buy	5,824 +1,637	+39%	+$143K	0.01%	708
2024 Q4	$379K	Buy	4,187 +1,443	+53%	+$144K	0.01%	790
2024 Q3	$269K	Sell	2,744 -4,721	-63%	-$439K	0.01%	806
2024 Q2	$678K	Sell	7,465 -1,501	-17%	-$138K	0.03%	408
2024 Q1	$851K	Buy	8,966 +3,078	+52%	+$263K	0.03%	417
2023 Q4	$455K	Buy	5,888 +1,055	+22%	+$72.1K	0.03%	393
2023 Q3	$308K	Buy	+4,833	New	+$322K	0.02%	439

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CreativeOne Wealth's IR Position: Q2 2026 in Review

CreativeOne Wealth reduced its Ingersoll Rand (IR) stake by 22% in Q2 2026, selling an estimated $56.8K and leaving 2,571 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

CreativeOne Wealth first reported a position in IR in Q3 2023 and has held it in 11 quarters since. The position peaked at $851K in Q1 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

CreativeOne Wealth held 2,571 shares of Ingersoll Rand worth $211K as of Q2 2026.
CreativeOne Wealth sold 734 Ingersoll Rand shares in Q2 2026, an estimated $56.8K.
Ingersoll Rand made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1136 holding.
CreativeOne Wealth first reported a position in Ingersoll Rand in Q3 2023 and has held it in 11 quarters since.
CreativeOne Wealth's Ingersoll Rand position peaked at $851K in Q1 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.