Financial Perspectives’s Ingersoll Rand IR Stock Holding History

Financial Perspectives’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	$14.4K	Hold	176	–	–	﹤0.01%	502
2026 Q1	$14.1K	Hold	176	–	–	﹤0.01%	497
2025 Q4	$13.9K	Hold	176	–	–	﹤0.01%	487
2025 Q3	$14.5K	Hold	176	–	–	﹤0.01%	475
2025 Q2	$14.6K	Hold	176	–	–	﹤0.01%	459
2025 Q1	$14.1K	Hold	176	–	–	﹤0.01%	456
2024 Q4	$15.9K	Hold	176	–	–	0.01%	446
2024 Q3	$17.3K	Hold	176	–	–	0.01%	406
2024 Q2	$16K	Hold	176	–	–	0.01%	407
2024 Q1	$16.7K	Hold	176	–	–	0.01%	396
2023 Q4	$13.6K	Hold	176	–	–	0.01%	431
2023 Q3	$11.2K	Hold	176	–	–	0.01%	434
2023 Q2	$11.5K	Hold	176	–	–	0.01%	435
2023 Q1	$10.2K	Hold	176	–	–	﹤0.01%	441
2022 Q4	$9.2K	Hold	176	–	–	﹤0.01%	451
2022 Q3	$7.61K	Hold	176	–	–	﹤0.01%	461
2022 Q2	$7.41K	Hold	176	–	–	﹤0.01%	475
2022 Q1	$8.86K	Hold	176	–	–	﹤0.01%	477
2021 Q4	$10.9K	Hold	176	–	–	0.01%	435
2021 Q3	$8.87K	Sell	176 -740	-81%	-$37.7K	﹤0.01%	453
2021 Q2	$44.7K	Hold	916	–	–	0.02%	269
2021 Q1	$45.1K	Hold	916	–	–	0.02%	253
2020 Q4	$41.7K	Hold	916	–	–	0.02%	244
2020 Q3	$32.6K	Hold	916	–	–	0.02%	231
2020 Q2	$25.8K	Hold	916	–	–	0.02%	245
2020 Q1	$22.7K	Buy	+916	New	+$29.1K	0.02%	226

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

Financial Perspectives's IR Position: Q2 2026 in Review

Financial Perspectives held its Ingersoll Rand (IR) position steady in Q2 2026 at 176 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Financial Perspectives first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $45.1K in Q1 2021. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Financial Perspectives held 176 shares of Ingersoll Rand worth $14.4K as of Q2 2026.
Financial Perspectives left its Ingersoll Rand share count unchanged in Q2 2026.
Ingersoll Rand made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #502 holding.
Financial Perspectives first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
Financial Perspectives's Ingersoll Rand position peaked at $45.1K in Q1 2021.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.