MWM
IR icon

Modern Wealth Management’s Ingersoll Rand IR Stock Holding History

Modern 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 		– Sell
-4,552
Closed -$364K – 1125
2026
Q1 		$364K Buy
+4,552
New +$402K 0.01% 658

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

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

Modern Wealth Management sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 4,552 shares — an estimated $364K sold.

Modern Wealth Management first reported a position in IR in Q1 2026 and held it in 1 quarter. The position peaked at $364K in Q1 2026. 891 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Modern Wealth Management reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Modern Wealth Management sold 4,552 Ingersoll Rand shares in Q2 2026, an estimated $364K.
  • Modern Wealth Management first reported a position in Ingersoll Rand in Q1 2026 and held it in 1 quarter.
  • Modern Wealth Management's Ingersoll Rand position peaked at $364K in Q1 2026.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.