Private Wealth Asset Management’s Ingersoll Rand IR Stock Holding History

Private Wealth Asset 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	$49.4K	Hold	602	–	–	﹤0.01%	435
2026 Q1	$48.2K	Sell	602 -3	-0.5%	-$265	0.01%	438
2025 Q4	$47.9K	Hold	605	–	–	0.01%	431
2025 Q3	$50K	Hold	605	–	–	0.01%	399
2025 Q2	$50.3K	Sell	605 -10	-2%	-$788	0.01%	401
2025 Q1	$49.2K	Buy	+615	New	+$53.6K	0.01%	392

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

Private Wealth Asset Management's IR Position: Q2 2026 in Review

Private Wealth Asset Management held its Ingersoll Rand (IR) position steady in Q2 2026 at 602 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Private Wealth Asset Management first reported a position in IR in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.3K in Q2 2025. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Private Wealth Asset Management held 602 shares of Ingersoll Rand worth $49.4K as of Q2 2026.
Private Wealth Asset Management left its Ingersoll Rand share count unchanged in Q2 2026.
Ingersoll Rand made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #435 holding.
Private Wealth Asset Management first reported a position in Ingersoll Rand in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Ingersoll Rand position peaked at $50.3K in Q2 2025.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.