Okabena Investment Services’s Ingersoll Rand IR Stock Holding History

Okabena Investment Services’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	$738K	Sell	9,000 -10	-0.1%	-$774	0.13%	88
2026 Q1	$722K	Hold	9,010	–	–	0.14%	94
2025 Q4	$714K	Hold	9,010	–	–	0.14%	97
2025 Q3	$744K	Buy	9,010 +10	+0.1%	+$820	0.14%	99
2025 Q2	$749K	Hold	9,000	–	–	0.17%	85
2025 Q1	$720K	Buy	9,000 +6,000	+200%	+$523K	0.18%	82
2024 Q4	$271K	Buy	+3,000	New	+$299K	0.08%	109
2023 Q3	–	Sell	-162	Closed	-$10.6K	–	120
2023 Q2	$10.6K	Buy	+162	New	+$9.58K	0.01%	134

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 $3.38T AUM 44.17% 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

Okabena Investment Services's IR Position: Q2 2026 in Review

Okabena Investment Services reduced its Ingersoll Rand (IR) stake by 0.11% in Q2 2026, selling an estimated $774 and leaving 9,000 shares worth $738K. The position accounts for 0.13% of the portfolio, ranked #88.

Okabena Investment Services first reported a position in IR in Q2 2023 and has held it in 8 quarters since. The position peaked at $749K in Q2 2025. 897 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Okabena Investment Services held 9,000 shares of Ingersoll Rand worth $738K as of Q2 2026.
Okabena Investment Services sold 10 Ingersoll Rand shares in Q2 2026, an estimated $774.
Ingersoll Rand made up 0.13% of Okabena Investment Services's portfolio in Q2 2026, its #88 holding.
Okabena Investment Services first reported a position in Ingersoll Rand in Q2 2023 and has held it in 8 quarters since.
Okabena Investment Services's Ingersoll Rand position peaked at $749K in Q2 2025.
897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.