Partnership Wealth Management’s Ingersoll Rand IR Stock Holding History

Partnership 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 Q3	$360K	Hold	4,790	–	–	0.26%	50
2026 Q2	$393K	Hold	4,790	–	–	0.27%	51
2026 Q1	$384K	Hold	4,790	–	–	0.29%	47
2025 Q4	$379K	Hold	4,790	–	–	0.27%	51
2025 Q3	$396K	Hold	4,790	–	–	0.3%	51
2025 Q2	$398K	Hold	4,790	–	–	0.32%	50
2025 Q1	$383K	Hold	4,790	–	–	0.33%	51
2024 Q4	$433K	Hold	4,790	–	–	0.36%	50
2024 Q3	$470K	Hold	4,790	–	–	0.33%	49
2024 Q2	$435K	Hold	4,790	–	–	0.32%	60
2024 Q1	$455K	Hold	4,790	–	–	0.32%	65
2023 Q4	$383K	Buy	+4,790	New	+$328K	0.29%	74

Other funds holding IR

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Partnership Wealth Management's IR Position: Q3 2026 in Review

Partnership Wealth Management held its Ingersoll Rand (IR) position steady in Q3 2026 at 4,790 shares worth $360K. The position accounts for 0.26% of the portfolio, ranked #50.

Partnership Wealth Management first reported a position in IR in Q4 2023 and has held it in 12 quarters since. The position peaked at $470K in Q3 2024. 34 funds tracked by Wall St. Rank hold IR as of Q3 2026.

Partnership Wealth Management held 4,790 shares of Ingersoll Rand worth $360K as of Q3 2026.
Partnership Wealth Management left its Ingersoll Rand share count unchanged in Q3 2026.
Ingersoll Rand made up 0.26% of Partnership Wealth Management's portfolio in Q3 2026, its #50 holding.
Partnership Wealth Management first reported a position in Ingersoll Rand in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's Ingersoll Rand position peaked at $470K in Q3 2024.
34 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.