NWAM LLC’s Ingersoll Rand IR Stock Holding History

NWAM LLC’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	$1.2M	Buy	+14,600	New	+$1.13M	0.06%	303
2026 Q1	–	Sell	-3,132	Closed	-$272K	–	651
2025 Q4	$272K	Buy	+3,132	New	+$247K	0.02%	525
2025 Q3	–	Sell	-3,566	Closed	-$302K	–	651
2025 Q2	$302K	Buy	3,566 +71	+2%	+$5.59K	0.02%	507
2025 Q1	$280K	Buy	+3,495	New	+$305K	0.02%	415
2024 Q4	–	Sell	-2,061	Closed	-$202K	–	622
2024 Q3	$202K	Sell	2,061 -579	-22%	-$53.8K	0.01%	594
2024 Q2	$240K	Sell	2,640 -1,210	-31%	-$111K	0.07%	129
2024 Q1	$346K	Sell	3,850 -663	-15%	-$56.7K	0.03%	406
2023 Q4	$349K	Sell	4,513 -31	-0.7%	-$2.12K	0.03%	401
2023 Q3	$290K	Buy	4,544 +46	+1%	+$3.06K	0.03%	394
2023 Q2	$294K	Buy	+4,498	New	+$266K	0.02%	421

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NWAM LLC's IR Position: Q2 2026 in Review

NWAM LLC opened a new position in Ingersoll Rand (IR) in Q2 2026: 14,600 shares worth $1.2M. The stake represents 0.06% of the portfolio and ranks #303 among its holdings. This is a return to the name: NWAM LLC previously reported a position in IR as recently as Q4 2025.

NWAM LLC first reported a position in IR in Q2 2023 and has held it in 10 quarters since. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

NWAM LLC held 14,600 shares of Ingersoll Rand worth $1.2M as of Q2 2026.
Ingersoll Rand was a new NWAM LLC position in Q2 2026.
Ingersoll Rand made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #303 holding.
NWAM LLC first reported a position in Ingersoll Rand in Q2 2023 and has held it in 10 quarters since.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.