NWAG
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

Net Worth Advisory Group's IR Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Ingersoll Rand (IR) stake by 4.5% in Q2 2026, selling an estimated $14.5K and leaving 3,976 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #264.

Net Worth Advisory Group first reported a position in IR in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q3 2025. 130 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Net Worth Advisory Group held 3,976 shares of Ingersoll Rand worth $326K as of Q2 2026.
  • Net Worth Advisory Group sold 187 Ingersoll Rand shares in Q2 2026, an estimated $14.5K.
  • Ingersoll Rand made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #264 holding.
  • Net Worth Advisory Group first reported a position in Ingersoll Rand in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Ingersoll Rand position peaked at $383K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.