Golden State Wealth Management’s Ingersoll Rand IR Stock Holding History

Golden State Wealth Management’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	$13.5K	Hold	164	–	–	﹤0.01%	1043
2026 Q1	$13.1K	Hold	164	–	–	﹤0.01%	1023
2025 Q4	$13K	Hold	164	–	–	﹤0.01%	1032
2025 Q3	$13.6K	Hold	164	–	–	﹤0.01%	1016
2025 Q2	$13.6K	Hold	164	–	–	﹤0.01%	988
2025 Q1	$13.1K	Hold	164	–	–	﹤0.01%	919
2024 Q4	$14.8K	Buy	+164	New	+$16.3K	﹤0.01%	845
2020 Q2	–	Sell	-189	Closed	-$5K	–	587
2020 Q1	$5K	Buy	+189	New	+$6K	﹤0.01%	739

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

Golden State Wealth Management's IR Position: Q2 2026 in Review

Golden State Wealth Management held its Ingersoll Rand (IR) position steady in Q2 2026 at 164 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Golden State Wealth Management first reported a position in IR in Q1 2020 and has held it in 8 quarters since. The position peaked at $14.8K in Q4 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Golden State Wealth Management held 164 shares of Ingersoll Rand worth $13.5K as of Q2 2026.
Golden State Wealth Management left its Ingersoll Rand share count unchanged in Q2 2026.
Ingersoll Rand made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1043 holding.
Golden State Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 8 quarters since.
Golden State Wealth Management's Ingersoll Rand position peaked at $14.8K in Q4 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.