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Massachusetts Wealth Management’s Ingersoll Rand IR Stock Holding History

Massachusetts 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 		$2.27M Buy
27,666
+140
+0.5% +$10.8K 0.86% 45
2026
Q1 		$2.21M Buy
27,526
+56
+0.2% +$4.95K 0.96% 43
2025
Q4 		$2.18M Sell
27,470
-63
-0.2% -$4.97K 1.01% 41
2025
Q3 		$2.27M Sell
27,533
-150
-0.5% -$12.3K 1.13% 34
2025
Q2 		$2.3M Sell
27,683
-56
-0.2% -$4.41K 1.3% 30
2025
Q1 		$2.22M Sell
27,739
-504
-2% -$43.9K 1.52% 25
2024
Q4 		$2.55M Hold
28,243
– – 1.58% 16
2024
Q3 		$2.77M Buy
28,243
+250
+0.9% +$23.2K 1.75% 15
2024
Q2 		$2.54M Sell
27,993
-125
-0.4% -$11.5K 1.71% 17
2024
Q1 		$2.67M Buy
28,118
+600
+2% +$51.3K 1.88% 13
2023
Q4 		$2.13M Buy
27,518
+2,235
+9% +$153K 1.72% 15
2023
Q3 		$1.61M Sell
25,283
-207
-0.8% -$13.8K 1.48% 22
2023
Q2 		$1.67M Buy
25,490
+928
+4% +$54.9K 1.59% 18
2023
Q1 		$1.43M Buy
24,562
+482
+2% +$27.2K 1.47% 28
2022
Q4 		$1.35M Buy
+24,080
New +$1.23M 1.3% 32

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

Massachusetts Wealth Management's IR Position: Q2 2026 in Review

Massachusetts Wealth Management increased its Ingersoll Rand (IR) stake by 0.51% in Q2 2026, buying an estimated $10.8K and bringing the position to 27,666 shares worth $2.27M. The position accounts for 0.86% of the portfolio, ranked #45.

Massachusetts Wealth Management first reported a position in IR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.77M in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Massachusetts Wealth Management held 27,666 shares of Ingersoll Rand worth $2.27M as of Q2 2026.
  • Massachusetts Wealth Management bought 140 Ingersoll Rand shares in Q2 2026, an estimated $10.8K.
  • Ingersoll Rand made up 0.86% of Massachusetts Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Massachusetts Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Ingersoll Rand position peaked at $2.77M in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.