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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
2024
Q2 		– Hold
0
– -$9.49K – 1255
2024
Q1 		– Hold
0
– – – 1161

Other funds holding IR

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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. 322 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.
  • 322 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.