Mission Wealth Management’s Ingersoll Rand IR Stock Holding History

Mission 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	$1.03M	Buy	12,596 +6,969	+124%	+$539K	0.01%	468
2026 Q1	$451K	Sell	5,627 -178	-3%	-$15.7K	0.01%	520
2025 Q4	$460K	Buy	5,805 +20	+0.3%	+$1.58K	0.01%	507
2025 Q3	$478K	Buy	5,785 +80	+1%	+$6.56K	0.01%	500
2025 Q2	$475K	Sell	5,705 -62	-1%	-$4.89K	0.01%	485
2025 Q1	$462K	Buy	5,767 +123	+2%	+$10.7K	0.01%	477
2024 Q4	$511K	Sell	5,644 -58	-1%	-$5.77K	0.01%	423
2024 Q3	$560K	Sell	5,702 -143	-2%	-$13.3K	0.01%	407
2024 Q2	$531K	Buy	5,845 +142	+2%	+$13.1K	0.01%	396
2024 Q1	$542K	Sell	5,703 -14	-0.2%	-$1.2K	0.01%	415
2023 Q4	$442K	Buy	5,717 +107	+2%	+$7.32K	0.01%	396
2023 Q3	$357K	Buy	+5,610	New	+$373K	0.01%	413
2023 Q1	–	Sell	-4,290	Closed	-$224K	–	550
2022 Q4	$224K	Buy	+4,290	New	+$219K	0.01%	466
2022 Q1	–	Sell	-3,575	Closed	-$221K	–	553
2021 Q4	$221K	Buy	+3,575	New	+$204K	0.01%	498

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

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

Mission Wealth Management increased its Ingersoll Rand (IR) stake by 124% in Q2 2026, buying an estimated $539K and bringing the position to 12,596 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #468.

Mission Wealth Management first reported a position in IR in Q4 2021 and has held it in 14 quarters since. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Mission Wealth Management held 12,596 shares of Ingersoll Rand worth $1.03M as of Q2 2026.
Mission Wealth Management bought 6,969 Ingersoll Rand shares in Q2 2026, an estimated $539K.
Ingersoll Rand made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #468 holding.
Mission Wealth Management first reported a position in Ingersoll Rand in Q4 2021 and has held it in 14 quarters since.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.