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KMG Fiduciary Partners’s Ingersoll Rand IR Stock Holding History

KMG Fiduciary Partners’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 		$302K Hold
3,686
– – 0.03% 181
2026
Q1 		$295K Hold
3,686
– – 0.02% 233
2025
Q4 		$292K Sell
3,686
-43
-1% -$3.4K 0.02% 231
2025
Q3 		$308K Hold
3,729
– – 0.02% 260
2025
Q2 		$310K Buy
3,729
+171
+5% +$13.5K 0.02% 256
2025
Q1 		$285K Hold
3,558
– – 0.02% 255
2024
Q4 		$322K Hold
3,558
– – 0.03% 237
2024
Q3 		$349K Hold
3,558
– – 0.03% 229
2024
Q2 		$323K Hold
3,558
– – 0.03% 204
2024
Q1 		$338K Buy
3,558
+100
+3% +$8.55K 0.04% 195
2023
Q4 		$267K Buy
3,458
+128
+4% +$8.75K 0.03% 213
2023
Q3 		$212K Sell
3,330
-22
-0.7% -$1.46K 0.03% 223
2023
Q2 		$219K Buy
+3,352
New +$198K 0.03% 221

Other funds holding IR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

KMG Fiduciary Partners's IR Position: Q2 2026 in Review

KMG Fiduciary Partners held its Ingersoll Rand (IR) position steady in Q2 2026 at 3,686 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #181.

KMG Fiduciary Partners first reported a position in IR in Q2 2023 and has held it in 13 quarters since. The position peaked at $349K in Q3 2024. 105 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • KMG Fiduciary Partners held 3,686 shares of Ingersoll Rand worth $302K as of Q2 2026.
  • KMG Fiduciary Partners left its Ingersoll Rand share count unchanged in Q2 2026.
  • Ingersoll Rand made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #181 holding.
  • KMG Fiduciary Partners first reported a position in Ingersoll Rand in Q2 2023 and has held it in 13 quarters since.
  • KMG Fiduciary Partners's Ingersoll Rand position peaked at $349K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.