Kingswood Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Kingswood 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 Q2	$845K	Buy	10,302 +27	+0.3%	+$2.09K	0.03%	450
2026 Q1	$823K	Buy	10,275 +393	+4%	+$34.7K	0.04%	417
2025 Q4	$783K	Sell	9,882 -142	-1%	-$11.2K	0.04%	402
2025 Q3	$828K	Buy	10,024 +469	+5%	+$38.4K	0.05%	339
2025 Q2	$795K	Sell	9,555 -317	-3%	-$25K	0.06%	302
2025 Q1	$790K	Sell	9,872 -34	-0.3%	-$2.96K	0.07%	298
2024 Q4	$896K	Sell	9,906 -337	-3%	-$33.6K	0.07%	299
2024 Q3	$1.01M	Buy	10,243 +396	+4%	+$36.8K	0.07%	291
2024 Q2	$895K	Buy	9,847 +5,290	+116%	+$486K	0.08%	257
2024 Q1	$433K	Sell	4,557 -5,183	-53%	-$443K	0.05%	385
2023 Q4	$753K	Buy	+9,740	New	+$666K	0.09%	252
2023 Q3	–	Sell	-8,984	Closed	-$587K	–	460
2023 Q2	$587K	Buy	+8,984	New	+$531K	0.19%	118

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

Kingswood Wealth Advisors's IR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Ingersoll Rand (IR) stake by 0.26% in Q2 2026, buying an estimated $2.09K and bringing the position to 10,302 shares worth $845K. The position accounts for 0.03% of the portfolio, ranked #450.

Kingswood Wealth Advisors first reported a position in IR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Kingswood Wealth Advisors held 10,302 shares of Ingersoll Rand worth $845K as of Q2 2026.
Kingswood Wealth Advisors bought 27 Ingersoll Rand shares in Q2 2026, an estimated $2.09K.
Ingersoll Rand made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #450 holding.
Kingswood Wealth Advisors first reported a position in Ingersoll Rand in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Ingersoll Rand position peaked at $1.01M in Q3 2024.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.