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Kestra Advisory Services’s Ingersoll Rand IR Stock Holding History

Kestra Advisory Services’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
Q1 		$2.84M Buy
35,403
+5,747
+19% +$508K 0.01% 1095
2025
Q4 		$2.35M Buy
29,656
+2,412
+9% +$190K 0.01% 1124
2025
Q3 		$2.25M Buy
27,244
+1,627
+6% +$133K 0.01% 1084
2025
Q2 		$2.13M Buy
25,617
+1,909
+8% +$150K 0.01% 1047
2025
Q1 		$1.9M Sell
23,708
-3,036
-11% -$265K 0.01% 1013
2024
Q4 		$2.42M Buy
26,744
+2,704
+11% +$269K 0.01% 905
2024
Q3 		$2.36M Sell
24,040
-1,239
-5% -$115K 0.01% 878
2024
Q2 		$2.3M Buy
25,279
+2,661
+12% +$245K 0.01% 895
2024
Q1 		$2.15M Buy
22,618
+2,478
+12% +$212K 0.01% 843
2023
Q4 		$1.56M Buy
20,140
+88
+0.4% +$6.02K 0.01% 917
2023
Q3 		$1.28M Buy
20,052
+1,318
+7% +$87.7K 0.01% 884
2023
Q2 		$1.22M Sell
18,734
-41
-0.2% -$2.42K 0.01% 891
2023
Q1 		$1.09M Sell
18,775
-6,700
-26% -$378K 0.01% 905
2022
Q4 		$1.33M Buy
25,475
+17,024
+201% +$869K 0.01% 921
2022
Q3 		$366K Sell
8,451
-2,598
-24% -$122K ﹤0.01% 1489
2022
Q2 		$465K Buy
11,049
+3,383
+44% +$154K ﹤0.01% 1371
2022
Q1 		$386K Buy
7,666
+173
+2% +$9.27K ﹤0.01% 1436
2021
Q4 		$464K Buy
7,493
+602
+9% +$34.3K ﹤0.01% 1363
2021
Q3 		$347K Sell
6,891
-304
-4% -$15.5K ﹤0.01% 1578
2021
Q2 		$351K Buy
7,195
+396
+6% +$19.4K ﹤0.01% 1474
2021
Q1 		$335K Sell
6,799
-1,640
-19% -$75.9K ﹤0.01% 1395
2020
Q4 		$382K Buy
+8,439
New +$349K ﹤0.01% 1346

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Advisory Services's IR Position: Q1 2026 in Review

Kestra Advisory Services increased its Ingersoll Rand (IR) stake by 19% in Q1 2026, buying an estimated $508K and bringing the position to 35,403 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #1095.

Kestra Advisory Services first reported a position in IR in Q4 2020 and has held it in 22 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Kestra Advisory Services held 35,403 shares of Ingersoll Rand worth $2.84M as of Q1 2026.
  • Kestra Advisory Services bought 5,747 Ingersoll Rand shares in Q1 2026, an estimated $508K.
  • Ingersoll Rand made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1095 holding.
  • Kestra Advisory Services first reported a position in Ingersoll Rand in Q4 2020 and has held it in 22 quarters since.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.