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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's IR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Ingersoll Rand (IR) stake by 4.9% in Q1 2026, buying an estimated $10.6K and bringing the position to 2,545 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #1044.

EverSource Wealth Advisors first reported a position in IR in Q4 2021 and has held it in 18 quarters since. The position peaked at $223K in Q2 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • EverSource Wealth Advisors held 2,545 shares of Ingersoll Rand worth $204K as of Q1 2026.
  • EverSource Wealth Advisors bought 120 Ingersoll Rand shares in Q1 2026, an estimated $10.6K.
  • Ingersoll Rand made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1044 holding.
  • EverSource Wealth Advisors first reported a position in Ingersoll Rand in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Ingersoll Rand position peaked at $223K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.