EP Wealth Advisors’s Ingersoll Rand IR Stock Holding History

EP Wealth 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	–	Sell	-3,748	Closed	-$300K	–	1797
2026 Q1	$300K	Buy	3,748 +945	+34%	+$83.5K	﹤0.01%	1166
2025 Q4	$222K	Buy	+2,803	New	+$221K	﹤0.01%	1327
2025 Q2	$434K	Sell	5,215 -703	-12%	-$55.4K	﹤0.01%	841
2025 Q1	$474K	Buy	5,918 +136	+2%	+$11.8K	﹤0.01%	727
2024 Q4	$523K	Buy	5,782 +221	+4%	+$22K	﹤0.01%	681
2024 Q3	$546K	Buy	+5,561	New	+$517K	﹤0.01%	662

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

EP Wealth Advisors's IR Position: Q2 2026 in Review

EP Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 3,748 shares — an estimated $300K sold.

EP Wealth Advisors first reported a position in IR in Q3 2024 and held it in 6 quarters. The position peaked at $546K in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

EP Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 3,748 Ingersoll Rand shares in Q2 2026, an estimated $300K.
EP Wealth Advisors first reported a position in Ingersoll Rand in Q3 2024 and held it in 6 quarters.
EP Wealth Advisors's Ingersoll Rand position peaked at $546K in Q3 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.