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Elevation Wealth Partners’s Ingersoll Rand IR Stock Holding History

Elevation Wealth Partners’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 		$1.73K Buy
+23
New +$1.83K ﹤0.01% 1254
2025
Q3 		– Hold
0
– – – 866
2025
Q2 		– Hold
0
– – – 477
2025
Q1 		– Hold
0
– – – 487
2024
Q4 		– Hold
0
– – – 491
2024
Q3 		– Hold
0
– – – 468
2024
Q2 		– Hold
0
– – – 501
2024
Q1 		– Sell
-176
Closed -$15.1K – 468
2023
Q4 		$11.2K Hold
176
– – 0.01% 320
2023
Q3 		$11.2K Hold
176
– – 0.01% 236
2023
Q2 		$11.5K Hold
176
– – 0.01% 241
2023
Q1 		$10.2K Buy
+176
New +$9.92K 0.01% 261

Other funds holding IR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Elevation Wealth Partners's IR Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Ingersoll Rand (IR) in Q3 2026: 23 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in IR as recently as Q4 2023.

Elevation Wealth Partners first reported a position in IR in Q1 2023 and has held it in 5 quarters since. The position peaked at $11.5K in Q2 2023. 34 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Elevation Wealth Partners held 23 shares of Ingersoll Rand worth $1.73K as of Q3 2026.
  • Ingersoll Rand was a new Elevation Wealth Partners position in Q3 2026.
  • Ingersoll Rand made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1254 holding.
  • Elevation Wealth Partners first reported a position in Ingersoll Rand in Q1 2023 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Ingersoll Rand position peaked at $11.5K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.