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Global Wealth Strategies & Associates’s Ingersoll Rand IR Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-374
Closed -$30K – 251
2026
Q1 		$30K Hold
374
– – 0.01% 219
2025
Q4 		$29.6K Hold
374
– – 0.01% 204
2025
Q3 		$30.9K Hold
374
– – 0.01% 187
2025
Q2 		$31.1K Hold
374
– – 0.01% 137
2025
Q1 		$29.9K Buy
374
+286
+325% +$24.9K 0.01% 152
2024
Q4 		$7.96K Buy
+88
New +$8.76K ﹤0.01% 240

Other funds holding IR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Global Wealth Strategies & Associates's IR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 374 shares — an estimated $30K sold.

Global Wealth Strategies & Associates first reported a position in IR in Q4 2024 and held it in 6 quarters. The position peaked at $31.1K in Q2 2025. 100 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 374 Ingersoll Rand shares in Q2 2026, an estimated $30K.
  • Global Wealth Strategies & Associates first reported a position in Ingersoll Rand in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Ingersoll Rand position peaked at $31.1K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.