Ellevest Inc’s Ingersoll Rand IR Stock Holding History

Ellevest Inc’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	$273K	Sell	3,326 -1,029	-24%	-$79.6K	0.03%	381
2026 Q1	$349K	Sell	4,355 -208	-5%	-$18.4K	0.05%	297
2025 Q4	$361K	Buy	+4,563	New	+$360K	0.05%	289
2023 Q2	–	Sell	-1,777	Closed	-$103K	–	969
2023 Q1	$103K	Buy	1,777 +124	+8%	+$6.99K	0.01%	439
2022 Q4	$86.4K	Sell	1,653 -52	-3%	-$2.65K	0.01%	479
2022 Q3	$74K	Buy	1,705 +339	+25%	+$16K	0.01%	478
2022 Q2	$57K	Buy	1,366 +517	+61%	+$23.5K	0.01%	534
2022 Q1	$43K	Buy	849 +108	+15%	+$5.79K	﹤0.01%	565
2021 Q4	$46K	Buy	741 +6	+0.8%	+$342	﹤0.01%	533
2021 Q3	$37K	Buy	735 +80	+12%	+$4.07K	﹤0.01%	539
2021 Q2	$32K	Buy	+655	New	+$32.1K	﹤0.01%	556

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

Ellevest Inc's IR Position: Q2 2026 in Review

Ellevest Inc reduced its Ingersoll Rand (IR) stake by 24% in Q2 2026, selling an estimated $79.6K and leaving 3,326 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #381.

Ellevest Inc first reported a position in IR in Q2 2021 and has held it in 11 quarters since. The position peaked at $361K in Q4 2025. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Ellevest Inc held 3,326 shares of Ingersoll Rand worth $273K as of Q2 2026.
Ellevest Inc sold 1,029 Ingersoll Rand shares in Q2 2026, an estimated $79.6K.
Ingersoll Rand made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #381 holding.
Ellevest Inc first reported a position in Ingersoll Rand in Q2 2021 and has held it in 11 quarters since.
Ellevest Inc's Ingersoll Rand position peaked at $361K in Q4 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.