NWM
IR icon

Navigoe Wealth Management’s Ingersoll Rand IR Stock Holding History

Navigoe 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 		$0 Buy
+10
New +$774 ﹤0.01% 784
2026
Q1 		– Sell
-122
Closed -$9K – 239
2025
Q4 		$9K Hold
122
– – 0.01% 157
2025
Q3 		$10K Buy
+122
New +$10K 0.01% 148

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

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

Navigoe Wealth Management opened a new position in Ingersoll Rand (IR) in Q2 2026: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in IR as recently as Q4 2025.

Navigoe Wealth Management first reported a position in IR in Q3 2025 and has held it in 3 quarters since. The position peaked at $10K in Q3 2025. 890 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Navigoe Wealth Management held 10 shares of Ingersoll Rand worth $0 as of Q2 2026.
  • Ingersoll Rand was a new Navigoe Wealth Management position in Q2 2026.
  • Ingersoll Rand made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Navigoe Wealth Management first reported a position in Ingersoll Rand in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Ingersoll Rand position peaked at $10K in Q3 2025.
  • 890 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.