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Kestra Private Wealth Services’s Ingersoll Rand IR Stock Holding History

Kestra Private Wealth 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 		$498K Buy
6,219
+38
+0.6% +$3.36K 0.01% 1210
2025
Q4 		$490K Buy
6,181
+389
+7% +$30.7K 0.01% 1175
2025
Q3 		$479K Sell
5,792
-220
-4% -$18K 0.01% 1122
2025
Q2 		$500K Sell
6,012
-380
-6% -$29.9K 0.01% 1037
2025
Q1 		$512K Sell
6,392
-2,617
-29% -$228K 0.01% 942
2024
Q4 		$815K Buy
9,009
+35
+0.4% +$3.48K 0.01% 725
2024
Q3 		$881K Buy
8,974
+4,030
+82% +$375K 0.02% 659
2024
Q2 		$449K Sell
4,944
-2,527
-34% -$232K 0.01% 880
2024
Q1 		$709K Buy
7,471
+2,945
+65% +$252K 0.02% 665
2023
Q4 		$350K Sell
4,526
-532
-11% -$36.4K 0.01% 876
2023
Q3 		$322K Buy
5,058
+1,084
+27% +$72.1K 0.01% 837
2023
Q2 		$260K Buy
3,974
+107
+3% +$6.33K 0.01% 871
2023
Q1 		$225K Buy
3,867
+14
+0.4% +$789 0.01% 877
2022
Q4 		$201K Buy
+3,853
New +$197K 0.01% 804
2022
Q1 		– Sell
-3,869
Closed -$239K – 1027
2021
Q4 		$239K Buy
+3,869
New +$220K 0.01% 848

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 Private Wealth Services's IR Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Ingersoll Rand (IR) stake by 0.61% in Q1 2026, buying an estimated $3.36K and bringing the position to 6,219 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1210.

Kestra Private Wealth Services first reported a position in IR in Q4 2021 and has held it in 15 quarters since. The position peaked at $881K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Kestra Private Wealth Services held 6,219 shares of Ingersoll Rand worth $498K as of Q1 2026.
  • Kestra Private Wealth Services bought 38 Ingersoll Rand shares in Q1 2026, an estimated $3.36K.
  • Ingersoll Rand made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1210 holding.
  • Kestra Private Wealth Services first reported a position in Ingersoll Rand in Q4 2021 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Ingersoll Rand position peaked at $881K in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.