Perigon Wealth Management
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Perigon Wealth Management’s Ingersoll Rand IR Stock Holding History

Perigon 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 		$393K Buy
5,235
+1,140
+28% +$90.8K 0.01% 1022
2026
Q2 		$336K Sell
4,095
-1,837
-31% -$142K 0.01% 1054
2026
Q1 		$475K Buy
5,932
+891
+18% +$78.7K 0.01% 823
2025
Q4 		$399K Buy
5,041
+2,468
+96% +$195K 0.01% 889
2025
Q3 		$213K Buy
+2,573
New +$211K ﹤0.01% 1135
2025
Q1 		– Sell
-2,231
Closed -$202K – 1064
2024
Q4 		$202K Sell
2,231
-80
-3% -$7.96K 0.01% 980
2024
Q3 		$227K Buy
2,311
+25
+1% +$2.32K 0.01% 889
2024
Q2 		$208K Buy
+2,286
New +$210K 0.01% 804
2021
Q1 		– Sell
-573
Closed -$26K – 761
2020
Q4 		$26K Buy
+573
New +$23.7K ﹤0.01% 955

Other funds holding IR

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Perigon Wealth Management increased its Ingersoll Rand (IR) stake by 28% in Q3 2026, buying an estimated $90.8K and bringing the position to 5,235 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #1022.

Perigon Wealth Management first reported a position in IR in Q4 2020 and has held it in 9 quarters since. The position peaked at $475K in Q1 2026. 198 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Perigon Wealth Management held 5,235 shares of Ingersoll Rand worth $393K as of Q3 2026.
  • Perigon Wealth Management bought 1,140 Ingersoll Rand shares in Q3 2026, an estimated $90.8K.
  • Ingersoll Rand made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1022 holding.
  • Perigon Wealth Management first reported a position in Ingersoll Rand in Q4 2020 and has held it in 9 quarters since.
  • Perigon Wealth Management's Ingersoll Rand position peaked at $475K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.