Portus Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Portus Wealth Advisors’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	–	Sell	-15	Closed	-$1.2K	–	283
2026 Q1	$1.2K	Buy	+15	New	+$1.32K	﹤0.01%	363

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

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

Portus Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 15 shares — an estimated $1.2K sold.

Portus Wealth Advisors first reported a position in IR in Q1 2026 and held it in 1 quarter. The position peaked at $1.2K in Q1 2026. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Portus Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 15 Ingersoll Rand shares in Q2 2026, an estimated $1.2K.
Portus Wealth Advisors first reported a position in Ingersoll Rand in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Ingersoll Rand position peaked at $1.2K in Q1 2026.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.