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Northwest & Ethical Investments’s Ingersoll Rand IR Stock Holding History

Northwest & Ethical Investments’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 		$905K Sell
11,033
-11,934
-52% -$923K 0.02% 298
2026
Q1 		$1.84M Hold
22,967
– – 0.04% 261
2025
Q4 		$1.82M Sell
22,967
-2,529
-10% -$200K 0.04% 266
2025
Q3 		$2.11M Sell
25,496
-655
-3% -$53.7K 0.05% 252
2025
Q2 		$2.18M Hold
26,151
– – 0.05% 246
2025
Q1 		$2.09M Sell
26,151
-9,200
-26% -$802K 0.06% 246
2024
Q4 		$3.2M Hold
35,351
– – 0.09% 214
2024
Q3 		$3.47M Buy
35,351
+728
+2% +$67.7K 0.09% 209
2024
Q2 		$3.15M Hold
34,623
– – 0.09% 209
2024
Q1 		$3.29M Buy
34,623
+3,611
+12% +$309K 0.09% 215
2023
Q4 		$2.4M Sell
31,012
-15,781
-34% -$1.08M 0.07% 229
2023
Q3 		$2.98M Sell
46,793
-2,029
-4% -$135K 0.1% 213
2023
Q2 		$3.19M Sell
48,822
-54
-0.1% -$3.19K 0.1% 213
2023
Q1 		$2.84M Buy
48,876
+1,410
+3% +$79.5K 0.09% 219
2022
Q4 		$2.48M Sell
47,466
-2,198
-4% -$112K 0.09% 223
2022
Q3 		$2.15M Sell
49,664
-1,138
-2% -$53.6K 0.09% 227
2022
Q2 		$2.14M Buy
50,802
+2,891
+6% +$132K 0.08% 232
2022
Q1 		$2.41M Sell
47,911
-5,502
-10% -$295K 0.08% 236
2021
Q4 		$3.3M Buy
53,413
+6,776
+15% +$386K 0.1% 203
2021
Q3 		$2.35M Sell
46,637
-13,125
-22% -$668K 0.08% 224
2021
Q2 		$2.92M Sell
59,762
-11,752
-16% -$577K 0.09% 200
2021
Q1 		$3.52M Sell
71,514
-3,056
-4% -$141K 0.12% 201
2020
Q4 		$3.4M Buy
74,570
+3,023
+4% +$125K 0.13% 193
2020
Q3 		$2.55M Buy
71,547
+1,299
+2% +$43.5K 0.11% 211
2020
Q2 		$1.98M Hold
70,248
– – 0.09% 236
2020
Q1 		$1.74M Buy
+70,248
New +$2.23M 0.1% 229

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

Northwest & Ethical Investments's IR Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Ingersoll Rand (IR) stake by 52% in Q2 2026, selling an estimated $923K and leaving 11,033 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #298.

Northwest & Ethical Investments first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.52M in Q1 2021. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Northwest & Ethical Investments held 11,033 shares of Ingersoll Rand worth $905K as of Q2 2026.
  • Northwest & Ethical Investments sold 11,934 Ingersoll Rand shares in Q2 2026, an estimated $923K.
  • Ingersoll Rand made up 0.02% of Northwest & Ethical Investments's portfolio in Q2 2026, its #298 holding.
  • Northwest & Ethical Investments first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
  • Northwest & Ethical Investments's Ingersoll Rand position peaked at $3.52M in Q1 2021.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.