Lido Advisors
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Lido Advisors’s Ingersoll Rand IR Stock Holding History

Lido 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 		– Sell
-6,554
Closed -$525K – 2210
2026
Q1 		$525K Buy
6,554
+1,644
+33% +$145K ﹤0.01% 1275
2025
Q4 		$405K Buy
4,910
+182
+4% +$14.4K ﹤0.01% 1395
2025
Q3 		$391K Buy
4,728
+209
+5% +$17.1K ﹤0.01% 1343
2025
Q2 		$376K Sell
4,519
-140
-3% -$11K ﹤0.01% 1230
2025
Q1 		$373K Buy
4,659
+411
+10% +$35.8K ﹤0.01% 1126
2024
Q4 		$384K Buy
4,248
+112
+3% +$11.2K ﹤0.01% 1099
2024
Q3 		$406K Buy
4,136
+185
+5% +$17.2K ﹤0.01% 1030
2024
Q2 		$359K Buy
3,951
+539
+16% +$49.5K ﹤0.01% 1037
2024
Q1 		$324K Sell
3,412
-17
-0.5% -$1.45K ﹤0.01% 1056
2023
Q4 		$265K Buy
+3,429
New +$234K ﹤0.01% 1093

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

Lido Advisors's IR Position: Q2 2026 in Review

Lido Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 6,554 shares — an estimated $525K sold.

Lido Advisors first reported a position in IR in Q4 2023 and held it in 10 quarters. The position peaked at $525K in Q1 2026. 891 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Lido Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 6,554 Ingersoll Rand shares in Q2 2026, an estimated $525K.
  • Lido Advisors first reported a position in Ingersoll Rand in Q4 2023 and held it in 10 quarters.
  • Lido Advisors's Ingersoll Rand position peaked at $525K in Q1 2026.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.