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Opal Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Opal Wealth Advisors’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
Q1 		$195K Buy
+2,432
New +$215K 0.04% 211
2025
Q4 		– Sell
-2,621
Closed -$217K – 213
2025
Q3 		$217K Buy
2,621
+68
+3% +$5.57K 0.06% 182
2025
Q2 		$212K Buy
2,553
+159
+7% +$12.5K 0.06% 185
2025
Q1 		$192K Buy
2,394
+59
+3% +$5.14K 0.06% 185
2024
Q4 		$211K Buy
2,335
+190
+9% +$18.9K 0.06% 182
2024
Q3 		$211K Buy
2,145
+121
+6% +$11.2K 0.07% 179
2024
Q2 		$184K Buy
+2,024
New +$186K 0.06% 191

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opal Wealth Advisors's IR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Ingersoll Rand (IR) in Q1 2026: 2,432 shares worth $195K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in IR as recently as Q3 2025.

Opal Wealth Advisors first reported a position in IR in Q2 2024 and has held it in 7 quarters since. The position peaked at $217K in Q3 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Opal Wealth Advisors held 2,432 shares of Ingersoll Rand worth $195K as of Q1 2026.
  • Ingersoll Rand was a new Opal Wealth Advisors position in Q1 2026.
  • Ingersoll Rand made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • Opal Wealth Advisors first reported a position in Ingersoll Rand in Q2 2024 and has held it in 7 quarters since.
  • Opal Wealth Advisors's Ingersoll Rand position peaked at $217K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.