Crewe Advisors’s Ingersoll Rand IR Stock Holding History

Crewe 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	$26.7K	Sell	326 -17	-5%	-$1.31K	﹤0.01%	545
2026 Q1	$27.5K	Hold	343	–	–	﹤0.01%	454
2025 Q4	$27.2K	Hold	343	–	–	﹤0.01%	432
2025 Q3	$28.3K	Buy	343 +146	+74%	+$12K	﹤0.01%	444
2025 Q2	$16.4K	Hold	197	–	–	﹤0.01%	399
2025 Q1	$15.8K	Hold	197	–	–	﹤0.01%	376
2024 Q4	$17.8K	Hold	197	–	–	﹤0.01%	366
2024 Q3	$19.3K	Hold	197	–	–	﹤0.01%	409
2024 Q2	$17.9K	Hold	197	–	–	﹤0.01%	574
2024 Q1	$18.7K	Buy	+197	New	+$16.9K	﹤0.01%	506
2023 Q4	–	Sell	-197	Closed	-$12.6K	–	563
2023 Q3	$12.6K	Hold	197	–	–	﹤0.01%	228
2023 Q2	$12.9K	Hold	197	–	–	﹤0.01%	384
2023 Q1	$11.5K	Hold	197	–	–	﹤0.01%	527
2022 Q4	$10.3K	Buy	197 +15	+8%	+$766	﹤0.01%	545
2022 Q3	$8K	Buy	182 +4	+2%	+$188	﹤0.01%	728
2022 Q2	$7K	Buy	178 +80	+82%	+$3.64K	﹤0.01%	690
2022 Q1	$5K	Hold	98	–	–	﹤0.01%	392
2021 Q4	$6K	Hold	98	–	–	﹤0.01%	344
2021 Q3	$5K	Hold	98	–	–	﹤0.01%	301
2021 Q2	$5K	Hold	98	–	–	﹤0.01%	330
2021 Q1	$5K	Hold	98	–	–	﹤0.01%	366
2020 Q4	$4K	Hold	98	–	–	﹤0.01%	366
2020 Q3	$3K	Hold	98	–	–	﹤0.01%	442
2020 Q2	$3K	Hold	98	–	–	﹤0.01%	197
2020 Q1	$2K	Buy	+98	New	+$3.11K	﹤0.01%	165

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

Crewe Advisors's IR Position: Q2 2026 in Review

Crewe Advisors reduced its Ingersoll Rand (IR) stake by 5% in Q2 2026, selling an estimated $1.31K and leaving 326 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Crewe Advisors first reported a position in IR in Q1 2020 and has held it in 25 quarters since. The position peaked at $28.3K in Q3 2025. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Crewe Advisors held 326 shares of Ingersoll Rand worth $26.7K as of Q2 2026.
Crewe Advisors sold 17 Ingersoll Rand shares in Q2 2026, an estimated $1.31K.
Ingersoll Rand made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #545 holding.
Crewe Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 25 quarters since.
Crewe Advisors's Ingersoll Rand position peaked at $28.3K in Q3 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.