HighMark Wealth Management’s Ingersoll Rand IR Stock Holding History

HighMark 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	$5.99K	Hold	73	–	–	﹤0.01%	379
2026 Q1	$5.85K	Buy	73 +33	+83%	+$2.92K	﹤0.01%	360
2025 Q4	$3.17K	Hold	40	–	–	﹤0.01%	448
2025 Q3	$3.31K	Hold	40	–	–	﹤0.01%	445
2025 Q2	$3.33K	Hold	40	–	–	﹤0.01%	442
2025 Q1	$3.2K	Hold	40	–	–	﹤0.01%	417
2024 Q4	$3.62K	Buy	+40	New	+$3.98K	﹤0.01%	401
2021 Q2	–	Sell	-98	Closed	-$5K	–	514
2021 Q1	$5K	Sell	98 -68	-41%	-$3.15K	﹤0.01%	337
2020 Q4	$8K	Sell	166 -75	-31%	-$3.1K	0.01%	268
2020 Q3	$9K	Hold	241	–	–	0.01%	245
2020 Q2	$7K	Buy	241 +8	+3%	+$226	0.01%	270
2020 Q1	$5K	Sell	233 -44	-16%	-$1.4K	0.01%	227
2019 Q4	$10K	Buy	+277	New	+$9.09K	0.01%	207

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

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

HighMark Wealth Management held its Ingersoll Rand (IR) position steady in Q2 2026 at 73 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

HighMark Wealth Management first reported a position in IR in Q4 2019 and has held it in 13 quarters since. The position peaked at $10K in Q4 2019. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

HighMark Wealth Management held 73 shares of Ingersoll Rand worth $5.99K as of Q2 2026.
HighMark Wealth Management left its Ingersoll Rand share count unchanged in Q2 2026.
Ingersoll Rand made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #379 holding.
HighMark Wealth Management first reported a position in Ingersoll Rand in Q4 2019 and has held it in 13 quarters since.
HighMark Wealth Management's Ingersoll Rand position peaked at $10K in Q4 2019.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.