Marks Group Wealth Management’s Ingersoll Rand IR Stock Holding History

Marks Group Wealth Management’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	$5.53M	Sell	67,449 -24,214	-26%	-$1.87M	0.48%	47
2026 Q1	$7.34M	Sell	91,663 -9,657	-10%	-$853K	0.71%	38
2025 Q4	$8.03M	Buy	101,320 +4,598	+5%	+$363K	0.77%	32
2025 Q3	$7.99M	Sell	96,722 -2,469	-2%	-$202K	0.74%	60
2025 Q2	$8.25M	Buy	99,191 +1,056	+1%	+$83.2K	0.77%	63
2025 Q1	$7.85M	Buy	98,135 +9,067	+10%	+$790K	0.76%	63
2024 Q4	$8.06M	Sell	89,068 -3,730	-4%	-$371K	0.79%	52
2024 Q3	$9.11M	Buy	92,798 +2,258	+2%	+$210K	0.87%	38
2024 Q2	$8.22M	Sell	90,540 -1,032	-1%	-$94.9K	0.87%	37
2024 Q1	$8.69M	Buy	+91,572	New	+$7.83M	0.91%	32

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

Marks Group Wealth Management's IR Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Ingersoll Rand (IR) stake by 26% in Q2 2026, selling an estimated $1.87M and leaving 67,449 shares worth $5.53M. The position accounts for 0.48% of the portfolio, ranked #47.

Marks Group Wealth Management first reported a position in IR in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.11M in Q3 2024. 891 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Marks Group Wealth Management held 67,449 shares of Ingersoll Rand worth $5.53M as of Q2 2026.
Marks Group Wealth Management sold 24,214 Ingersoll Rand shares in Q2 2026, an estimated $1.87M.
Ingersoll Rand made up 0.48% of Marks Group Wealth Management's portfolio in Q2 2026, its #47 holding.
Marks Group Wealth Management first reported a position in Ingersoll Rand in Q1 2024 and has held it in 10 quarters since.
Marks Group Wealth Management's Ingersoll Rand position peaked at $9.11M in Q3 2024.
891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.