Jackson Grant Investment Advisers’s Ingersoll Rand IR Stock Holding History

Jackson Grant Investment Advisers’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	$25.1K	Hold	306	–	–	0.01%	241
2026 Q1	$24.5K	Hold	306	–	–	0.01%	250
2025 Q4	$24.2K	Sell	306 -11	-3%	-$868	0.01%	247
2025 Q3	$26.2K	Hold	317	–	–	0.01%	236
2025 Q2	$26.4K	Hold	317	–	–	0.01%	219
2025 Q1	$25.4K	Hold	317	–	–	0.01%	213
2024 Q4	$28.7K	Hold	317	–	–	0.01%	211
2024 Q3	$31.1K	Sell	317 -1,369	-81%	-$127K	0.01%	206
2024 Q2	$153K	Hold	1,686	–	–	0.06%	119
2024 Q1	$160K	Hold	1,686	–	–	0.07%	117
2023 Q4	$130K	Hold	1,686	–	–	0.06%	127
2023 Q3	$107K	Hold	1,686	–	–	0.05%	130
2023 Q2	$110K	Hold	1,686	–	–	0.05%	132
2023 Q1	$98.1K	Buy	1,686 +11	+0.7%	+$620	0.05%	143
2022 Q4	$87.5K	Hold	1,675	–	–	0.04%	142
2022 Q3	$72K	Hold	1,675	–	–	0.04%	148
2022 Q2	$70K	Hold	1,675	–	–	0.03%	155
2022 Q1	$84K	Hold	1,675	–	–	0.04%	157
2021 Q4	$104K	Hold	1,675	–	–	0.05%	122
2021 Q3	$84K	Hold	1,675	–	–	0.04%	161
2021 Q2	$82K	Buy	1,675 +25	+2%	+$1.23K	0.04%	161
2021 Q1	$81K	Buy	1,650 +281	+21%	+$13K	0.04%	155
2020 Q4	$62K	Hold	1,369	–	–	0.03%	166
2020 Q3	$49K	Hold	1,369	–	–	0.03%	147
2020 Q2	$38K	Hold	1,369	–	–	0.02%	156
2020 Q1	$34K	Buy	+1,369	New	+$43.5K	0.03%	155

Other funds holding IR

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Jackson Grant Investment Advisers's IR Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Ingersoll Rand (IR) position steady in Q2 2026 at 306 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #241.

Jackson Grant Investment Advisers first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $160K in Q1 2024. 340 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Jackson Grant Investment Advisers held 306 shares of Ingersoll Rand worth $25.1K as of Q2 2026.
Jackson Grant Investment Advisers left its Ingersoll Rand share count unchanged in Q2 2026.
Ingersoll Rand made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #241 holding.
Jackson Grant Investment Advisers first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
Jackson Grant Investment Advisers's Ingersoll Rand position peaked at $160K in Q1 2024.
340 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.