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Exencial Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Exencial 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 		$243K Buy
3,037
+197
+7% +$17.4K 0.01% 523
2025
Q4 		$225K Buy
2,840
+299
+12% +$23.6K 0.01% 522
2025
Q3 		$210K Buy
2,541
+44
+2% +$3.61K 0.01% 505
2025
Q2 		$208K Buy
+2,497
New +$197K 0.01% 477
2025
Q1 		– Sell
-2,892
Closed -$262K – 502
2024
Q4 		$262K Buy
2,892
+327
+13% +$32.6K 0.01% 448
2024
Q3 		$252K Sell
2,565
-11
-0.4% -$1.02K 0.01% 454
2024
Q2 		$234K Sell
2,576
-10
-0.4% -$919 0.01% 454
2024
Q1 		$246K Sell
2,586
-84
-3% -$7.18K 0.01% 465
2023
Q4 		$207K Buy
+2,670
New +$183K 0.01% 465
2023
Q2 		– Sell
-3,441
Closed -$200K – 441
2023
Q1 		$200K Buy
+3,441
New +$194K 0.01% 405
2021
Q3 		– Sell
-4,833
Closed -$236K – 393
2021
Q2 		$236K Buy
+4,833
New +$237K 0.01% 413
2021
Q1 		– Sell
-5,478
Closed -$250K – 430
2020
Q4 		$250K Sell
5,478
-4,428
-45% -$183K 0.02% 332
2020
Q3 		$353K Buy
+9,906
New +$332K 0.02% 290

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Ingersoll Rand (IR) stake by 6.9% in Q1 2026, buying an estimated $17.4K and bringing the position to 3,037 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #523.

Exencial Wealth Advisors first reported a position in IR in Q3 2020 and has held it in 13 quarters since. The position peaked at $353K in Q3 2020. 902 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Exencial Wealth Advisors held 3,037 shares of Ingersoll Rand worth $243K as of Q1 2026.
  • Exencial Wealth Advisors bought 197 Ingersoll Rand shares in Q1 2026, an estimated $17.4K.
  • Ingersoll Rand made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #523 holding.
  • Exencial Wealth Advisors first reported a position in Ingersoll Rand in Q3 2020 and has held it in 13 quarters since.
  • Exencial Wealth Advisors's Ingersoll Rand position peaked at $353K in Q3 2020.
  • 902 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.