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Integrated Wealth Concepts’s Ingersoll Rand IR Stock Holding History

Integrated Wealth Concepts’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 		$441K Sell
5,383
-156
-3% -$12.1K ﹤0.01% 1734
2026
Q1 		$444K Buy
+5,539
New +$489K ﹤0.01% 1611
2025
Q2 		– Sell
-3,942
Closed -$315K – 1949
2025
Q1 		$315K Buy
3,942
+58
+1% +$5.05K ﹤0.01% 1388
2024
Q4 		$351K Buy
3,884
+1,453
+60% +$145K ﹤0.01% 1285
2024
Q3 		$239K Sell
2,431
-30
-1% -$2.79K ﹤0.01% 1479
2024
Q2 		$224K Buy
2,461
+66
+3% +$6.07K ﹤0.01% 1472
2024
Q1 		$227K Buy
+2,395
New +$205K ﹤0.01% 1462

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

Integrated Wealth Concepts's IR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Ingersoll Rand (IR) stake by 2.8% in Q2 2026, selling an estimated $12.1K and leaving 5,383 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Integrated Wealth Concepts first reported a position in IR in Q1 2024 and has held it in 7 quarters since. The position peaked at $444K in Q1 2026. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Integrated Wealth Concepts held 5,383 shares of Ingersoll Rand worth $441K as of Q2 2026.
  • Integrated Wealth Concepts sold 156 Ingersoll Rand shares in Q2 2026, an estimated $12.1K.
  • Ingersoll Rand made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1734 holding.
  • Integrated Wealth Concepts first reported a position in Ingersoll Rand in Q1 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Ingersoll Rand position peaked at $444K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

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