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Mowery & Schoenfeld Wealth Management’s Ingersoll Rand IR Stock Holding History

Mowery & Schoenfeld 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
-61
Closed -$4.89K – 372
2026
Q1 		$4.89K Hold
61
– – 0.01% 280
2025
Q4 		$4.83K Hold
61
– – 0.01% 328
2025
Q3 		$5.04K Hold
61
– – 0.01% 287
2025
Q2 		$5.07K Hold
61
– – 0.01% 274
2025
Q1 		$4.88K Sell
61
-9
-13% -$784 0.01% 324
2024
Q4 		$6.33K Buy
+70
New +$6.97K 0.01% 276

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

Mowery & Schoenfeld Wealth Management's IR Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 61 shares — an estimated $4.89K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IR in Q4 2024 and held it in 6 quarters. The position peaked at $6.33K in Q4 2024. 898 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 61 Ingersoll Rand shares in Q2 2026, an estimated $4.89K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ingersoll Rand in Q4 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Ingersoll Rand position peaked at $6.33K in Q4 2024.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.