Sequoia Financial Advisors’s Ingersoll Rand IR Stock Holding History

Sequoia Financial 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	$817K	Sell	9,964 -3,371	-25%	-$261K	﹤0.01%	1044
2026 Q1	$1.07M	Buy	13,335 +2,613	+24%	+$231K	0.01%	863
2025 Q4	$849K	Buy	10,722 +3,914	+57%	+$309K	﹤0.01%	971
2025 Q3	$562K	Buy	6,808 +389	+6%	+$31.9K	﹤0.01%	1072
2025 Q2	$534K	Buy	6,419 +851	+15%	+$67.1K	﹤0.01%	966
2025 Q1	$446K	Sell	5,568 -51	-0.9%	-$4.44K	﹤0.01%	900
2024 Q4	$508K	Buy	5,619 +507	+10%	+$50.5K	﹤0.01%	798
2024 Q3	$502K	Buy	5,112 +623	+14%	+$57.9K	0.01%	744
2024 Q2	$408K	Buy	4,489 +326	+8%	+$30K	﹤0.01%	770
2024 Q1	$395K	Sell	4,163 -3,053	-42%	-$261K	﹤0.01%	768
2023 Q4	$558K	Buy	+7,216	New	+$493K	0.01%	699

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

Sequoia Financial Advisors's IR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Ingersoll Rand (IR) stake by 25% in Q2 2026, selling an estimated $261K and leaving 9,964 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Sequoia Financial Advisors first reported a position in IR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2026. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Sequoia Financial Advisors held 9,964 shares of Ingersoll Rand worth $817K as of Q2 2026.
Sequoia Financial Advisors sold 3,371 Ingersoll Rand shares in Q2 2026, an estimated $261K.
Ingersoll Rand made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1044 holding.
Sequoia Financial Advisors first reported a position in Ingersoll Rand in Q4 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's Ingersoll Rand position peaked at $1.07M in Q1 2026.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.