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JFS Wealth Advisors’s Ingersoll Rand IR Stock Holding History

JFS 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
Q2 		$15.1K Buy
184
+18
+11% +$1.39K ﹤0.01% 843
2026
Q1 		$13.3K Sell
166
-41
-20% -$3.62K ﹤0.01% 845
2025
Q4 		$16.4K Buy
207
+45
+28% +$3.55K ﹤0.01% 807
2025
Q3 		$13.4K Sell
162
-1
-0.6% -$82 ﹤0.01% 811
2025
Q2 		$13.6K Sell
163
-14
-8% -$1.1K ﹤0.01% 768
2025
Q1 		$14.2K Buy
177
+6
+4% +$523 ﹤0.01% 765
2024
Q4 		$15.5K Hold
171
– – ﹤0.01% 714
2024
Q3 		$16.8K Buy
171
+4
+2% +$372 ﹤0.01% 678
2024
Q2 		$15.2K Sell
167
-132
-44% -$12.1K ﹤0.01% 667
2024
Q1 		$28.4K Buy
299
+130
+77% +$11.1K ﹤0.01% 545
2023
Q4 		$13.1K Buy
169
+13
+8% +$889 ﹤0.01% 697
2023
Q3 		$9.94K Hold
156
– – ﹤0.01% 733
2023
Q2 		$10.2K Hold
156
– – ﹤0.01% 723
2023
Q1 		$9.08K Sell
156
-6
-4% -$338 ﹤0.01% 748
2022
Q4 		$8.46K Buy
162
+14
+9% +$715 ﹤0.01% 770
2022
Q3 		$6K Buy
148
+92
+164% +$4.33K ﹤0.01% 919
2022
Q2 		$2K Sell
56
-61
-52% -$2.78K ﹤0.01% 1333
2022
Q1 		$6K Buy
117
+70
+149% +$3.75K ﹤0.01% 976
2021
Q4 		$3K Buy
+47
New +$2.68K ﹤0.01% 950

Other funds holding IR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HIMCH
Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors's IR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Ingersoll Rand (IR) stake by 11% in Q2 2026, buying an estimated $1.39K and bringing the position to 184 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

JFS Wealth Advisors first reported a position in IR in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.4K in Q1 2024. 94 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • JFS Wealth Advisors held 184 shares of Ingersoll Rand worth $15.1K as of Q2 2026.
  • JFS Wealth Advisors bought 18 Ingersoll Rand shares in Q2 2026, an estimated $1.39K.
  • Ingersoll Rand made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #843 holding.
  • JFS Wealth Advisors first reported a position in Ingersoll Rand in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Ingersoll Rand position peaked at $28.4K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.