Institute for Wealth Management’s Ingersoll Rand IR Stock Holding History

Institute for 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	$80.8K	Buy	+985	New	+$76.2K	0.01%	750

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's IR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ingersoll Rand (IR) in Q2 2026: 985 shares worth $80.8K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings.

463 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Institute for Wealth Management held 985 shares of Ingersoll Rand worth $80.8K as of Q2 2026.
Ingersoll Rand was a new Institute for Wealth Management position in Q2 2026.
Ingersoll Rand made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #750 holding.
463 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.