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Old North State Wealth Management’s Ingersoll Rand IR Stock Holding History

Old North State Wealth Management’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 		$201K Sell
2,452
-50
-2% -$3.87K 0.09% 112
2026
Q1 		$201K Buy
+2,502
New +$221K 0.09% 112
2025
Q4 		– Sell
-2,427
Closed -$201K – 125
2025
Q3 		$201K Sell
2,427
-450
-16% -$36.9K 0.09% 123
2025
Q2 		$239K Sell
2,877
-79
-3% -$6.23K 0.12% 108
2025
Q1 		$237K Sell
2,956
-4
-0.1% -$348 0.13% 101
2024
Q4 		$268K Buy
2,960
+100
+3% +$9.96K 0.15% 96
2024
Q3 		$281K Buy
2,860
+155
+6% +$14.4K 0.16% 91
2024
Q2 		$246K Buy
2,705
+293
+12% +$26.9K 0.16% 85
2024
Q1 		$229K Buy
+2,412
New +$206K 0.15% 84

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

Old North State Wealth Management's IR Position: Q2 2026 in Review

Old North State Wealth Management reduced its Ingersoll Rand (IR) stake by 2% in Q2 2026, selling an estimated $3.87K and leaving 2,452 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #112.

Old North State Wealth Management first reported a position in IR in Q1 2024 and has held it in 9 quarters since. The position peaked at $281K in Q3 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Old North State Wealth Management held 2,452 shares of Ingersoll Rand worth $201K as of Q2 2026.
  • Old North State Wealth Management sold 50 Ingersoll Rand shares in Q2 2026, an estimated $3.87K.
  • Ingersoll Rand made up 0.09% of Old North State Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Old North State Wealth Management first reported a position in Ingersoll Rand in Q1 2024 and has held it in 9 quarters since.
  • Old North State Wealth Management's Ingersoll Rand position peaked at $281K in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.