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Dogwood Wealth Management’s Ingersoll Rand IR Stock Holding History

Dogwood Wealth Management’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 		$2.38K Sell
29
-46
-61% -$3.56K ﹤0.01% 640
2026
Q1 		$6.01K Buy
75
+23
+44% +$2.03K ﹤0.01% 431
2025
Q4 		$4.12K Buy
52
+22
+73% +$1.74K ﹤0.01% 456
2025
Q3 		$2.48K Buy
30
+6
+25% +$492 ﹤0.01% 501
2025
Q2 		$2.09K Buy
24
+19
+380% +$1.5K ﹤0.01% 558
2025
Q1 		$400 Sell
5
-5,762
-100% -$502K ﹤0.01% 478
2024
Q4 		$522K Buy
5,767
+559
+11% +$55.7K 0.28% 78
2024
Q3 		$511K Buy
5,208
+2,965
+132% +$276K 0.29% 62
2024
Q2 		$204K Buy
2,243
+1,020
+83% +$93.8K 0.13% 76
2024
Q1 		$116K Buy
1,223
+137
+13% +$11.7K 0.08% 91
2023
Q4 		$84K Buy
+1,086
New +$74.3K 0.07% 103

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

Dogwood Wealth Management's IR Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Ingersoll Rand (IR) stake by 61% in Q2 2026, selling an estimated $3.56K and leaving 29 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Dogwood Wealth Management first reported a position in IR in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q4 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Dogwood Wealth Management held 29 shares of Ingersoll Rand worth $2.38K as of Q2 2026.
  • Dogwood Wealth Management sold 46 Ingersoll Rand shares in Q2 2026, an estimated $3.56K.
  • Ingersoll Rand made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Dogwood Wealth Management first reported a position in Ingersoll Rand in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Ingersoll Rand position peaked at $522K in Q4 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.