Net Worth Advisory Group
IR icon

Net Worth Advisory Group’s Ingersoll Rand IR Stock Holding History

Net Worth Advisory Group’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
Q3 		$299K Sell
3,969
-7
-0.2% -$557 0.08% 285
2026
Q2 		$326K Sell
3,976
-187
-4% -$14.5K 0.08% 264
2026
Q1 		$334K Sell
4,163
-484
-10% -$42.7K 0.07% 275
2025
Q4 		$368K Buy
4,647
+10
+0.2% +$790 0.07% 259
2025
Q3 		$383K Buy
+4,637
New +$380K 0.11% 205

Other funds holding IR

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Net Worth Advisory Group's IR Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Ingersoll Rand (IR) stake by 0.18% in Q3 2026, selling an estimated $557 and leaving 3,969 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #285.

Net Worth Advisory Group first reported a position in IR in Q3 2025 and has held it in 5 quarters since. The position peaked at $383K in Q3 2025. 198 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Net Worth Advisory Group held 3,969 shares of Ingersoll Rand worth $299K as of Q3 2026.
  • Net Worth Advisory Group sold 7 Ingersoll Rand shares in Q3 2026, an estimated $557.
  • Ingersoll Rand made up 0.08% of Net Worth Advisory Group's portfolio in Q3 2026, its #285 holding.
  • Net Worth Advisory Group first reported a position in Ingersoll Rand in Q3 2025 and has held it in 5 quarters since.
  • Net Worth Advisory Group's Ingersoll Rand position peaked at $383K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.