Elevated Capital Advisors
IR icon

Elevated Capital Advisors’s Ingersoll Rand IR Stock Holding History

Elevated Capital 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
Q3 		$1.5K Hold
20
– – ﹤0.01% 711
2026
Q2 		$1.64K Hold
20
– – ﹤0.01% 691
2026
Q1 		$1.6K Hold
20
– – ﹤0.01% 681
2025
Q4 		$1.58K Buy
+20
New +$1.58K ﹤0.01% 655

Other funds holding IR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Elevated Capital Advisors's IR Position: Q3 2026 in Review

Elevated Capital Advisors held its Ingersoll Rand (IR) position steady in Q3 2026 at 20 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Elevated Capital Advisors first reported a position in IR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.64K in Q2 2026. 551 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Elevated Capital Advisors held 20 shares of Ingersoll Rand worth $1.5K as of Q3 2026.
  • Elevated Capital Advisors left its Ingersoll Rand share count unchanged in Q3 2026.
  • Ingersoll Rand made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #711 holding.
  • Elevated Capital Advisors first reported a position in Ingersoll Rand in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Ingersoll Rand position peaked at $1.64K in Q2 2026.
  • 551 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.