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Phoenix Financial’s Ingersoll Rand IR Stock Holding History

Phoenix Financial’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 		$30.6M Buy
372,663
+368,983
+10,027% +$28.5M 0.21% 73
2026
Q1 		$295K Buy
3,680
+556
+18% +$49.1K ﹤0.01% 390
2025
Q4 		$247K Buy
3,124
+451
+17% +$35.6K ﹤0.01% 411
2025
Q3 		$221K Buy
+2,673
New +$219K ﹤0.01% 433
2025
Q2 		– Sell
-30,241
Closed -$2.42M – 437
2025
Q1 		$2.42M Sell
30,241
-19,442
-39% -$1.69M 0.04% 167
2024
Q4 		$4.49M Buy
49,683
+927
+2% +$92.3K 0.06% 141
2024
Q3 		$4.79M Buy
48,756
+16,365
+51% +$1.52M 0.07% 140
2024
Q2 		$2.94M Sell
32,391
-57,528
-64% -$5.29M 0.04% 166
2024
Q1 		$8.54M Buy
89,919
+2,198
+3% +$188K 0.12% 86
2023
Q4 		$7.64M Buy
87,721
+56,810
+184% +$3.88M 0.13% 84
2023
Q3 		$1.97M Buy
+30,911
New +$2.06M 0.04% 186

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 $3.38T AUM 44.17% 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

Phoenix Financial's IR Position: Q2 2026 in Review

Phoenix Financial increased its Ingersoll Rand (IR) stake by 10,027% in Q2 2026, buying an estimated $28.5M and bringing the position to 372,663 shares worth $30.6M. The position accounts for 0.21% of the portfolio, ranked #73.

Phoenix Financial first reported a position in IR in Q3 2023 and has held it in 11 quarters since. 898 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Phoenix Financial held 372,663 shares of Ingersoll Rand worth $30.6M as of Q2 2026.
  • Phoenix Financial bought 368,983 Ingersoll Rand shares in Q2 2026, an estimated $28.5M.
  • Ingersoll Rand made up 0.21% of Phoenix Financial's portfolio in Q2 2026, its #73 holding.
  • Phoenix Financial first reported a position in Ingersoll Rand in Q3 2023 and has held it in 11 quarters since.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.