Principia Wealth Advisory’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
$492 Sell
6
-8
-57% -$619 ﹤0.01% 890
2026
Q1
$1.12K Buy
14
+2
+17% +$177 ﹤0.01% 679
2025
Q4
$951 Buy
12
+5
+71% +$395 ﹤0.01% 684
2025
Q3
$578 Buy
7
+1
+17% +$82 ﹤0.01% 769
2025
Q2
$499 Sell
6
-6
-50% -$473 ﹤0.01% 735
2025
Q1
$880 Buy
12
+1
+9% +$87 ﹤0.01% 426
2024
Q4
$995 Buy
+11
New +$1.09K ﹤0.01% 367

Other funds holding IR

Principia Wealth Advisory's IR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Ingersoll Rand (IR) stake by 57% in Q2 2026, selling an estimated $619 and leaving 6 shares worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Principia Wealth Advisory first reported a position in IR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12K in Q1 2026. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Principia Wealth Advisory held 6 shares of Ingersoll Rand worth $492 as of Q2 2026.
  • Principia Wealth Advisory sold 8 Ingersoll Rand shares in Q2 2026, an estimated $619.
  • Ingersoll Rand made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #890 holding.
  • Principia Wealth Advisory first reported a position in Ingersoll Rand in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Ingersoll Rand position peaked at $1.12K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.