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 Q3	$13.8K	Hold	184	–	–	﹤0.01%	858
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	$9.9K	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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

JFS Wealth Advisors's IR Position: Q3 2026 in Review

JFS Wealth Advisors held its Ingersoll Rand (IR) position steady in Q3 2026 at 184 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

JFS Wealth Advisors first reported a position in IR in Q4 2021 and has held it in 20 quarters since. The position peaked at $28.4K in Q1 2024. 635 funds tracked by Wall St. Rank hold IR as of Q3 2026.

JFS Wealth Advisors held 184 shares of Ingersoll Rand worth $13.8K as of Q3 2026.
JFS Wealth Advisors left its Ingersoll Rand share count unchanged in Q3 2026.
Ingersoll Rand made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #858 holding.
JFS Wealth Advisors first reported a position in Ingersoll Rand in Q4 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's Ingersoll Rand position peaked at $28.4K in Q1 2024.
635 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.