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Kerr Financial Planning’s Ingersoll Rand IR Stock Holding History

Kerr Financial Planning’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 		$2.88K Hold
36
– – ﹤0.01% 457
2026
Q1 		$2.84K Sell
36
-32
-47% -$2.83K ﹤0.01% 443
2025
Q4 		$6.55K Hold
68
– – 0.01% 404
2025
Q3 		$5.06K Buy
+68
New +$5.57K 0.01% 419

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

Kerr Financial Planning's IR Position: Q2 2026 in Review

Kerr Financial Planning held its Ingersoll Rand (IR) position steady in Q2 2026 at 36 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Kerr Financial Planning first reported a position in IR in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.55K in Q4 2025. 888 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Kerr Financial Planning held 36 shares of Ingersoll Rand worth $2.88K as of Q2 2026.
  • Kerr Financial Planning left its Ingersoll Rand share count unchanged in Q2 2026.
  • Ingersoll Rand made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #457 holding.
  • Kerr Financial Planning first reported a position in Ingersoll Rand in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Ingersoll Rand position peaked at $6.55K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.