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Moran Wealth Management’s Ingersoll Rand IR Stock Holding History

Moran 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 		$13.2M Sell
161,512
-10,016
-6% -$775K 0.36% 91
2026
Q1 		$13.7M Sell
171,528
-18,207
-10% -$1.61M 0.42% 74
2025
Q4 		$15M Buy
189,735
+1,084
+0.6% +$85.6K 0.46% 66
2025
Q3 		$15.6M Buy
188,651
+6,495
+4% +$532K 0.47% 67
2025
Q2 		$15.2M Sell
182,156
-1,771
-1% -$140K 0.47% 63
2025
Q1 		$14.7M Sell
183,927
-3,337
-2% -$291K 0.49% 61
2024
Q4 		$16.9M Sell
187,264
-4,238
-2% -$422K 0.54% 61
2024
Q3 		$18.8M Sell
191,502
-7,535
-4% -$700K 0.58% 56
2024
Q2 		$18.1M Sell
199,037
-3,624
-2% -$333K 0.6% 49
2024
Q1 		$19.2M Sell
202,661
-7,171
-3% -$613K 0.62% 48
2023
Q4 		$16.2M Sell
209,832
-11,436
-5% -$782K 0.58% 52
2023
Q3 		$14.1M Buy
221,268
+139,426
+170% +$9.28M 0.55% 66
2023
Q2 		$5.35M Sell
81,842
-3,793
-4% -$224K 0.2% 150
2023
Q1 		$4.98M Sell
85,635
-3,470
-4% -$196K 0.19% 157
2022
Q4 		$4.66M Buy
+89,105
New +$4.55M 0.18% 159

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

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

Moran Wealth Management reduced its Ingersoll Rand (IR) stake by 5.8% in Q2 2026, selling an estimated $775K and leaving 161,512 shares worth $13.2M. The position accounts for 0.36% of the portfolio, ranked #91.

Moran Wealth Management first reported a position in IR in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.2M in Q1 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Moran Wealth Management held 161,512 shares of Ingersoll Rand worth $13.2M as of Q2 2026.
  • Moran Wealth Management sold 10,016 Ingersoll Rand shares in Q2 2026, an estimated $775K.
  • Ingersoll Rand made up 0.36% of Moran Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Moran Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Ingersoll Rand position peaked at $19.2M in Q1 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.