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Crestwood Advisors Group’s Ingersoll Rand IR Stock Holding History

Crestwood Advisors 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
Q2 		$1.47M Sell
17,896
-171
-0.9% -$13.2K 0.02% 269
2026
Q1 		$1.45M Buy
18,067
+274
+2% +$24.2K 0.02% 261
2025
Q4 		$1.41M Buy
17,793
+20
+0.1% +$1.58K 0.02% 245
2025
Q3 		$1.47M Sell
17,773
-1,475
-8% -$121K 0.03% 246
2025
Q2 		$1.6M Buy
19,248
+466
+2% +$36.7K 0.03% 232
2025
Q1 		$1.5M Buy
18,782
+743
+4% +$64.7K 0.03% 223
2024
Q4 		$1.63M Buy
18,039
+257
+1% +$25.6K 0.03% 207
2024
Q3 		$1.75M Sell
17,782
-99
-0.6% -$9.2K 0.03% 198
2024
Q2 		$1.62M Sell
17,881
-125
-0.7% -$11.5K 0.03% 192
2024
Q1 		$1.71M Buy
18,006
+186
+1% +$15.9K 0.04% 183
2023
Q4 		$1.38M Sell
17,820
-36
-0.2% -$2.46K 0.03% 187
2023
Q3 		$1.14M Buy
+17,856
New +$1.19M 0.03% 185

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

Crestwood Advisors Group's IR Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Ingersoll Rand (IR) stake by 0.95% in Q2 2026, selling an estimated $13.2K and leaving 17,896 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #269.

Crestwood Advisors Group first reported a position in IR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q3 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Crestwood Advisors Group held 17,896 shares of Ingersoll Rand worth $1.47M as of Q2 2026.
  • Crestwood Advisors Group sold 171 Ingersoll Rand shares in Q2 2026, an estimated $13.2K.
  • Ingersoll Rand made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #269 holding.
  • Crestwood Advisors Group first reported a position in Ingersoll Rand in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Ingersoll Rand position peaked at $1.75M in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.