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Root Financial Partners’s Ingersoll Rand IR Stock Holding History

Root Financial Partners’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 		– Sell
-1,089
Closed -$87.3K – 1787
2026
Q1 		$87.3K Buy
1,089
+44
+4% +$3.89K ﹤0.01% 621
2025
Q4 		$82.8K Buy
1,045
+349
+50% +$27.6K ﹤0.01% 537
2025
Q3 		$57.5K Buy
+696
New +$57K ﹤0.01% 622

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

Root Financial Partners's IR Position: Q2 2026 in Review

Root Financial Partners sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 1,089 shares — an estimated $87.3K sold.

Root Financial Partners first reported a position in IR in Q3 2025 and held it in 3 quarters. The position peaked at $87.3K in Q1 2026. 895 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Root Financial Partners reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,089 Ingersoll Rand shares in Q2 2026, an estimated $87.3K.
  • Root Financial Partners first reported a position in Ingersoll Rand in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Ingersoll Rand position peaked at $87.3K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.