Physician Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.53K Sell
43
-182
-81% -$14.1K ﹤0.01% 1258
2026
Q1
$18K Buy
225
+69
+44% +$6.09K ﹤0.01% 649
2025
Q4
$12.4K Buy
156
+117
+300% +$9.24K ﹤0.01% 706
2025
Q3
$3.22K Buy
39
+9
+30% +$738 ﹤0.01% 1048
2025
Q2
$2.5K Buy
+30
New +$2.36K ﹤0.01% 969
2025
Q1
Sell
-7
Closed -$634 1481
2024
Q4
$634 Buy
+7
New +$697 ﹤0.01% 1076

Other funds holding IR

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

Physician Wealth Advisors reduced its Ingersoll Rand (IR) stake by 81% in Q2 2026, selling an estimated $14.1K and leaving 43 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Physician Wealth Advisors first reported a position in IR in Q4 2024 and has held it in 6 quarters since. The position peaked at $18K in Q1 2026. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Physician Wealth Advisors held 43 shares of Ingersoll Rand worth $3.53K as of Q2 2026.
  • Physician Wealth Advisors sold 182 Ingersoll Rand shares in Q2 2026, an estimated $14.1K.
  • Ingersoll Rand made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1258 holding.
  • Physician Wealth Advisors first reported a position in Ingersoll Rand in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Ingersoll Rand position peaked at $18K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

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