Merit Financial Group’s Ingersoll Rand IR Stock Holding History

Merit Financial Group’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	$422K	Sell	5,143 -62	-1%	-$4.8K	﹤0.01%	1601
2026 Q1	$417K	Sell	5,205 -143	-3%	-$12.6K	﹤0.01%	1473
2025 Q4	$424K	Buy	5,348 +1,380	+35%	+$109K	﹤0.01%	1387
2025 Q3	$328K	Buy	3,968 +104	+3%	+$8.52K	﹤0.01%	1393
2025 Q2	$321K	Buy	3,864 +1,023	+36%	+$80.6K	﹤0.01%	1307
2025 Q1	$227K	Buy	2,841 +312	+12%	+$27.2K	﹤0.01%	1235
2024 Q4	$229K	Buy	+2,529	New	+$252K	﹤0.01%	1043

Other funds holding IR

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CCM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Merit Financial Group's IR Position: Q2 2026 in Review

Merit Financial Group reduced its Ingersoll Rand (IR) stake by 1.2% in Q2 2026, selling an estimated $4.8K and leaving 5,143 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Merit Financial Group first reported a position in IR in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q4 2025. 164 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Merit Financial Group held 5,143 shares of Ingersoll Rand worth $422K as of Q2 2026.
Merit Financial Group sold 62 Ingersoll Rand shares in Q2 2026, an estimated $4.8K.
Ingersoll Rand made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1601 holding.
Merit Financial Group first reported a position in Ingersoll Rand in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Ingersoll Rand position peaked at $424K in Q4 2025.
164 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.