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

Private Wealth Management Group’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 		$8.04K Sell
98
-2
-2% -$155 ﹤0.01% 645
2026
Q1 		$8.01K Hold
100
– – ﹤0.01% 599
2025
Q4 		$7.92K Sell
100
-1
-1% -$79 ﹤0.01% 595
2025
Q3 		$8.35K Buy
101
+51
+102% +$4.18K ﹤0.01% 582
2025
Q2 		$4.16K Buy
50
+3
+6% +$236 ﹤0.01% 830
2025
Q1 		$3.76K Sell
47
-1
-2% -$87 ﹤0.01% 831
2024
Q4 		$4.34K Sell
48
-1
-2% -$100 ﹤0.01% 801
2024
Q3 		$4.81K Buy
49
+2
+4% +$186 ﹤0.01% 751
2024
Q2 		$4.27K Hold
47
– – ﹤0.01% 761
2024
Q1 		$4.46K Hold
47
– – ﹤0.01% 658
2023
Q4 		$3.63K Buy
+47
New +$3.21K ﹤0.01% 743

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 $3.37T AUM 44.26% 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

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

Private Wealth Management Group reduced its Ingersoll Rand (IR) stake by 2% in Q2 2026, selling an estimated $155 and leaving 98 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Private Wealth Management Group first reported a position in IR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.35K in Q3 2025. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Private Wealth Management Group held 98 shares of Ingersoll Rand worth $8.04K as of Q2 2026.
  • Private Wealth Management Group sold 2 Ingersoll Rand shares in Q2 2026, an estimated $155.
  • Ingersoll Rand made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #645 holding.
  • Private Wealth Management Group first reported a position in Ingersoll Rand in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Ingersoll Rand position peaked at $8.35K in Q3 2025.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.