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Mount Yale Investment Advisors’s Ingersoll Rand IR Stock Holding History

Mount Yale Investment Advisors’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 		$288K Buy
+3,511
New +$272K 0.01% 990
2025
Q3 		– Sell
-110
Closed -$9.15K – 1125
2025
Q2 		$9.15K Buy
+110
New +$8.67K ﹤0.01% 1152

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's IR Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Ingersoll Rand (IR) in Q2 2026: 3,511 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IR in Q2 2025 and has held it in 2 quarters since. 897 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Mount Yale Investment Advisors held 3,511 shares of Ingersoll Rand worth $288K as of Q2 2026.
  • Ingersoll Rand was a new Mount Yale Investment Advisors position in Q2 2026.
  • Ingersoll Rand made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #990 holding.
  • Mount Yale Investment Advisors first reported a position in Ingersoll Rand in Q2 2025 and has held it in 2 quarters since.
  • 897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.