Jones Financial Companies’s Ingersoll Rand IR Stock Holding History

Jones Financial Companies’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	$31.6M	Sell	388,141 -222,335	-36%	-$17.2M	0.01%	533
2026 Q1	$48.5M	Buy	610,476 +604,603	+10,295%	+$53.4M	0.02%	346
2025 Q4	$465K	Sell	5,873 -12	-0.2%	-$947	﹤0.01%	1552
2025 Q3	$484K	Buy	5,885 +319	+6%	+$26.1K	﹤0.01%	1409
2025 Q2	$469K	Buy	5,566 +1,336	+32%	+$105K	﹤0.01%	1295
2025 Q1	$336K	Sell	4,230 -641	-13%	-$55.8K	﹤0.01%	1290
2024 Q4	$441K	Buy	4,871 +2,854	+141%	+$284K	﹤0.01%	1040
2024 Q3	$198K	Buy	2,017 +1,820	+924%	+$169K	﹤0.01%	1138
2024 Q2	$17.9K	Buy	+197	New	+$18.1K	﹤0.01%	1572
2024 Q1	–	Sell	-176	Closed	-$13.6K	–	1411
2023 Q4	$13.6K	Buy	+176	New	+$12K	﹤0.01%	639
2022 Q4	–	Sell	-83	Closed	-$4K	–	746
2022 Q3	$4K	Sell	83 -26	-24%	-$1.22K	﹤0.01%	485
2022 Q2	$5K	Buy	109 +26	+31%	+$1.18K	﹤0.01%	546
2022 Q1	$4K	Hold	83	–	–	﹤0.01%	603
2021 Q4	$5K	Hold	83	–	–	﹤0.01%	649
2021 Q3	$4K	Hold	83	–	–	﹤0.01%	590
2021 Q2	$4K	Buy	+83	New	+$4.07K	﹤0.01%	573

Other funds holding IR

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies's IR Position: Q2 2026 in Review

Jones Financial Companies reduced its Ingersoll Rand (IR) stake by 36% in Q2 2026, selling an estimated $17.2M and leaving 388,141 shares worth $31.6M. The position accounts for 0.01% of the portfolio, ranked #533.

Jones Financial Companies first reported a position in IR in Q2 2021 and has held it in 16 quarters since. The position peaked at $48.5M in Q1 2026. 888 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Jones Financial Companies held 388,141 shares of Ingersoll Rand worth $31.6M as of Q2 2026.
Jones Financial Companies sold 222,335 Ingersoll Rand shares in Q2 2026, an estimated $17.2M.
Ingersoll Rand made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #533 holding.
Jones Financial Companies first reported a position in Ingersoll Rand in Q2 2021 and has held it in 16 quarters since.
Jones Financial Companies's Ingersoll Rand position peaked at $48.5M in Q1 2026.
888 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.