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 Q2	$29K	Buy	354 +26	+8%	+$2.01K	﹤0.01%	265
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

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

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

Provenance Wealth Advisors increased its Ingersoll Rand (IR) stake by 7.9% in Q2 2026, buying an estimated $2.01K and bringing the position to 354 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Provenance Wealth Advisors first reported a position in IR in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.2K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Provenance Wealth Advisors held 354 shares of Ingersoll Rand worth $29K as of Q2 2026.
Provenance Wealth Advisors bought 26 Ingersoll Rand shares in Q2 2026, an estimated $2.01K.
Ingersoll Rand made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #265 holding.
Provenance Wealth Advisors first reported a position in Ingersoll Rand in Q4 2023 and has held it in 11 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 Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.