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Provenance Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Provenance 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
Q1 		$26.3K Hold
328
– – ﹤0.01% 250
2025
Q4 		$26K Hold
328
– – ﹤0.01% 244
2025
Q3 		$27.1K Hold
328
– – ﹤0.01% 259
2025
Q2 		$27.3K Hold
328
– – ﹤0.01% 247
2025
Q1 		$26.3K Hold
328
– – ﹤0.01% 259
2024
Q4 		$29.7K Hold
328
– – ﹤0.01% 252
2024
Q3 		$32.2K Hold
328
– – ﹤0.01% 258
2024
Q2 		$29.8K Hold
328
– – ﹤0.01% 239
2024
Q1 		$31.1K Sell
328
-79
-19% -$6.76K ﹤0.01% 246
2023
Q4 		$31.5K Buy
+407
New +$27.8K ﹤0.01% 232

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Provenance Wealth Advisors's IR Position: Q1 2026 in Review

Provenance Wealth Advisors held its Ingersoll Rand (IR) position steady in Q1 2026 at 328 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Provenance Wealth Advisors first reported a position in IR in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.2K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Provenance Wealth Advisors held 328 shares of Ingersoll Rand worth $26.3K as of Q1 2026.
  • Provenance Wealth Advisors left its Ingersoll Rand share count unchanged in Q1 2026.
  • Ingersoll Rand made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q1 2026, its #250 holding.
  • Provenance Wealth Advisors first reported a position in Ingersoll Rand in Q4 2023 and has held it in 10 quarters since.
  • Provenance Wealth Advisors's Ingersoll Rand position peaked at $32.2K in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.