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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Perigon Wealth Management's IR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Ingersoll Rand (IR) stake by 31% in Q2 2026, selling an estimated $142K and leaving 4,095 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1054.

Perigon Wealth Management first reported a position in IR in Q4 2020 and has held it in 8 quarters since. The position peaked at $475K in Q1 2026. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Perigon Wealth Management held 4,095 shares of Ingersoll Rand worth $336K as of Q2 2026.
Perigon Wealth Management sold 1,837 Ingersoll Rand shares in Q2 2026, an estimated $142K.
Ingersoll Rand made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1054 holding.
Perigon Wealth Management first reported a position in Ingersoll Rand in Q4 2020 and has held it in 8 quarters since.
Perigon Wealth Management's Ingersoll Rand position peaked at $475K in Q1 2026.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.