Olistico Wealth’s Ingersoll Rand IR Stock Holding History

Olistico Wealth’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	$16.5K	Hold	201	–	–	0.01%	223
2026 Q1	$16.1K	Hold	201	–	–	0.01%	227
2025 Q4	$15.9K	Buy	+201	New	+$15.9K	0.01%	226
2025 Q3	–	Sell	-201	Closed	-$16.7K	–	213
2025 Q2	$16.7K	Hold	201	–	–	0.01%	235
2025 Q1	$16.1K	Hold	201	–	–	0.01%	223
2024 Q4	$18.2K	Hold	201	–	–	0.01%	217
2024 Q3	$19.7K	Hold	201	–	–	0.01%	213
2024 Q2	$18.3K	Buy	+201	New	+$18.5K	0.01%	216

Other funds holding IR

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

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

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

HIMCH

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Olistico Wealth's IR Position: Q2 2026 in Review

Olistico Wealth held its Ingersoll Rand (IR) position steady in Q2 2026 at 201 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #223.

Olistico Wealth first reported a position in IR in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.7K in Q3 2024. 93 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Olistico Wealth held 201 shares of Ingersoll Rand worth $16.5K as of Q2 2026.
Olistico Wealth left its Ingersoll Rand share count unchanged in Q2 2026.
Ingersoll Rand made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #223 holding.
Olistico Wealth first reported a position in Ingersoll Rand in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Ingersoll Rand position peaked at $19.7K in Q3 2024.
93 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.