HWM
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HB Wealth Management’s Ingersoll Rand IR Stock Holding History

HB 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 		$766K Sell
9,343
-2,502
-21% -$194K ﹤0.01% 874
2026
Q1 		$949K Buy
11,845
+1,804
+18% +$159K 0.01% 687
2025
Q4 		$795K Buy
10,041
+436
+5% +$34.4K 0.01% 708
2025
Q3 		$794K Buy
9,605
+614
+7% +$50.3K 0.01% 680
2025
Q2 		$748K Sell
8,991
-221
-2% -$17.4K 0.01% 612
2025
Q1 		$737K Buy
9,212
+1,204
+15% +$105K 0.01% 633
2024
Q4 		$724K Buy
8,008
+513
+7% +$51.1K 0.01% 498
2024
Q3 		$736K Buy
7,495
+982
+15% +$91.3K 0.01% 466
2024
Q2 		$592K Buy
6,513
+1,691
+35% +$155K 0.01% 495
2024
Q1 		$458K Buy
4,822
+1,021
+27% +$87.3K 0.01% 532
2023
Q4 		$294K Buy
3,801
+360
+10% +$24.6K ﹤0.01% 619
2023
Q3 		$219K Buy
+3,441
New +$229K ﹤0.01% 676

Other funds holding IR

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

HB Wealth Management's IR Position: Q2 2026 in Review

HB Wealth Management reduced its Ingersoll Rand (IR) stake by 21% in Q2 2026, selling an estimated $194K and leaving 9,343 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

HB Wealth Management first reported a position in IR in Q3 2023 and has held it in 12 quarters since. The position peaked at $949K in Q1 2026. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • HB Wealth Management held 9,343 shares of Ingersoll Rand worth $766K as of Q2 2026.
  • HB Wealth Management sold 2,502 Ingersoll Rand shares in Q2 2026, an estimated $194K.
  • Ingersoll Rand made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #874 holding.
  • HB Wealth Management first reported a position in Ingersoll Rand in Q3 2023 and has held it in 12 quarters since.
  • HB Wealth Management's Ingersoll Rand position peaked at $949K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.