HWA
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Heritage Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Heritage 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 		$218K Hold
2,723
– – 0.01% 197
2025
Q4 		$216K Hold
2,723
– – 0.01% 212
2025
Q3 		$225K Hold
2,723
– – 0.01% 197
2025
Q2 		$226K Hold
2,723
– – 0.01% 195
2025
Q1 		$218K Sell
2,723
-5
-0.2% -$436 0.01% 193
2024
Q4 		$247K Buy
2,728
+5
+0.2% +$498 0.01% 183
2024
Q3 		$267K Buy
2,723
+22
+0.8% +$2.04K 0.01% 187
2024
Q2 		$245K Sell
2,701
-529
-16% -$48.6K 0.01% 185
2024
Q1 		$307K Hold
3,230
– – 0.01% 174
2023
Q4 		$250K Hold
3,230
– – 0.01% 195
2023
Q3 		$206K Sell
3,230
-259
-7% -$17.2K 0.01% 201
2023
Q2 		$228K Hold
3,489
– – 0.01% 195
2023
Q1 		$203K Buy
3,489
+104
+3% +$5.86K 0.01% 203
2022
Q4 		$177K Hold
3,385
– – 0.01% 221
2022
Q3 		$146K Sell
3,385
-273
-7% -$12.9K 0.01% 224
2022
Q2 		$154K Buy
3,658
+352
+11% +$16K 0.01% 224
2022
Q1 		$166K Hold
3,306
– – 0.01% 211
2021
Q4 		$205K Hold
3,306
– – 0.01% 203
2021
Q3 		$167K Hold
3,306
– – 0.01% 211
2021
Q2 		$161K Hold
3,306
– – 0.01% 218
2021
Q1 		$163K Sell
3,306
-101
-3% -$4.67K 0.01% 221
2020
Q4 		$155K Hold
3,407
– – 0.01% 218
2020
Q3 		$121K Hold
3,407
– – 0.02% 190
2020
Q2 		$95.8K Hold
3,407
– – 0.01% 208
2020
Q1 		$84.5K Buy
+3,407
New +$108K 0.02% 207

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Heritage Wealth Advisors held its Ingersoll Rand (IR) position steady in Q1 2026 at 2,723 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #197.

Heritage Wealth Advisors first reported a position in IR in Q1 2020 and has held it in 25 quarters since. The position peaked at $307K in Q1 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Heritage Wealth Advisors held 2,723 shares of Ingersoll Rand worth $218K as of Q1 2026.
  • Heritage Wealth Advisors left its Ingersoll Rand share count unchanged in Q1 2026.
  • Ingersoll Rand made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • Heritage Wealth Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 25 quarters since.
  • Heritage Wealth Advisors's Ingersoll Rand position peaked at $307K in Q1 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.