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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
Q2 		– Sell
-2,432
Closed -$195K – 401
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

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

Opal Wealth Advisors's IR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 2,432 shares — an estimated $195K sold.

Opal Wealth Advisors first reported a position in IR in Q2 2024 and held it in 7 quarters. The position peaked at $217K in Q3 2025. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,432 Ingersoll Rand shares in Q2 2026, an estimated $195K.
  • Opal Wealth Advisors first reported a position in Ingersoll Rand in Q2 2024 and held it in 7 quarters.
  • Opal Wealth Advisors's Ingersoll Rand position peaked at $217K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.