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Simplicity Wealth’s Ingersoll Rand IR Stock Holding History

Simplicity Wealth’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
-2,749
Closed -$220K – 1036
2026
Q1 		$220K Sell
2,749
-3
-0.1% -$265 0.01% 692
2025
Q4 		$218K Sell
2,752
-63
-2% -$4.97K 0.01% 651
2025
Q3 		$233K Buy
+2,815
New +$231K 0.01% 638
2025
Q2 		– Sell
-3,784
Closed -$303K – 627
2025
Q1 		$303K Buy
+3,784
New +$330K 0.02% 425
2024
Q3 		– Sell
-7,856
Closed -$714K – 834
2024
Q2 		$714K Buy
7,856
+1,776
+29% +$163K 0.02% 630
2024
Q1 		$577K Buy
+6,080
New +$520K 0.01% 680

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

Simplicity Wealth's IR Position: Q2 2026 in Review

Simplicity Wealth sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 2,749 shares — an estimated $220K sold.

Simplicity Wealth first reported a position in IR in Q1 2024 and held it in 6 quarters. The position peaked at $714K in Q2 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Simplicity Wealth reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Simplicity Wealth sold 2,749 Ingersoll Rand shares in Q2 2026, an estimated $220K.
  • Simplicity Wealth first reported a position in Ingersoll Rand in Q1 2024 and held it in 6 quarters.
  • Simplicity Wealth's Ingersoll Rand position peaked at $714K in Q2 2024.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.