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Essex Financial Services’s Ingersoll Rand IR Stock Holding History

Essex Financial Services’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 		$266K Buy
3,246
+35
+1% +$2.71K 0.01% 690
2026
Q1 		$257K Sell
3,211
-1,205
-27% -$106K 0.01% 661
2025
Q4 		$350K Buy
4,416
+645
+17% +$50.9K 0.02% 555
2025
Q3 		$312K Buy
3,771
+805
+27% +$66K 0.02% 571
2025
Q2 		$247K Buy
2,966
+36
+1% +$2.84K 0.02% 601
2025
Q1 		$235K Buy
2,930
+242
+9% +$21.1K 0.02% 558
2024
Q4 		$243K Buy
2,688
+552
+26% +$55K 0.02% 545
2024
Q3 		$210K Buy
+2,136
New +$199K 0.02% 586

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 $3.38T AUM 44.17% 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

Essex Financial Services's IR Position: Q2 2026 in Review

Essex Financial Services increased its Ingersoll Rand (IR) stake by 1.1% in Q2 2026, buying an estimated $2.71K and bringing the position to 3,246 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #690.

Essex Financial Services first reported a position in IR in Q3 2024 and has held it in 8 quarters since. The position peaked at $350K in Q4 2025. 898 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Essex Financial Services held 3,246 shares of Ingersoll Rand worth $266K as of Q2 2026.
  • Essex Financial Services bought 35 Ingersoll Rand shares in Q2 2026, an estimated $2.71K.
  • Ingersoll Rand made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #690 holding.
  • Essex Financial Services first reported a position in Ingersoll Rand in Q3 2024 and has held it in 8 quarters since.
  • Essex Financial Services's Ingersoll Rand position peaked at $350K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.