EWA
IR icon

EverSource Wealth Advisors’s Ingersoll Rand IR Stock Holding History

EverSource 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 		$153K Sell
1,872
-673
-26% -$52.1K 0.01% 1159
2026
Q1 		$204K Buy
2,545
+120
+5% +$10.6K 0.01% 1044
2025
Q4 		$192K Sell
2,425
-237
-9% -$18.7K 0.01% 964
2025
Q3 		$220K Sell
2,662
-16
-0.6% -$1.31K 0.01% 862
2025
Q2 		$223K Buy
2,678
+714
+36% +$56.3K 0.01% 813
2025
Q1 		$157K Buy
1,964
+369
+23% +$32.1K 0.01% 750
2024
Q4 		$144K Buy
1,595
+233
+17% +$23.2K 0.01% 790
2024
Q3 		$134K Buy
1,362
+26
+2% +$2.42K 0.01% 701
2024
Q2 		$134K Buy
1,336
+883
+195% +$81.2K 0.01% 696
2024
Q1 		$42.2K Buy
453
+126
+39% +$10.8K ﹤0.01% 1051
2023
Q4 		$25.3K Buy
327
+13
+4% +$889 ﹤0.01% 1138
2023
Q3 		$20K Buy
314
+1
+0.3% +$67 ﹤0.01% 1126
2023
Q2 		$20.5K Buy
313
+11
+4% +$650 ﹤0.01% 1144
2023
Q1 		$17.6K Sell
302
-6
-2% -$338 ﹤0.01% 1128
2022
Q4 		$16.1K Buy
308
+134
+77% +$6.84K ﹤0.01% 1135
2022
Q3 		$8K Buy
174
+90
+107% +$4.24K ﹤0.01% 1199
2022
Q2 		$3K Buy
84
+11
+15% +$501 ﹤0.01% 1401
2022
Q1 		$4K Buy
73
+17
+30% +$911 ﹤0.01% 1337
2021
Q4 		$3K Buy
+56
New +$3.19K ﹤0.01% 1431

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

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

EverSource Wealth Advisors reduced its Ingersoll Rand (IR) stake by 26% in Q2 2026, selling an estimated $52.1K and leaving 1,872 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #1159.

EverSource Wealth Advisors first reported a position in IR in Q4 2021 and has held it in 19 quarters since. The position peaked at $223K in Q2 2025. 898 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • EverSource Wealth Advisors held 1,872 shares of Ingersoll Rand worth $153K as of Q2 2026.
  • EverSource Wealth Advisors sold 673 Ingersoll Rand shares in Q2 2026, an estimated $52.1K.
  • Ingersoll Rand made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1159 holding.
  • EverSource Wealth Advisors first reported a position in Ingersoll Rand in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ingersoll Rand position peaked at $223K in Q2 2025.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.