SWA
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SOA Wealth Advisors’s Ingersoll Rand IR Stock Holding History

SOA 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
Q1 		$161 Hold
2
– – ﹤0.01% 820
2025
Q4 		$159 Sell
2
-2
-50% -$158 ﹤0.01% 817
2025
Q3 		$332 Hold
4
– – ﹤0.01% 820
2025
Q2 		$334 Hold
4
– – ﹤0.01% 802
2025
Q1 		$322 Hold
4
– – ﹤0.01% 815
2024
Q4 		$363 Hold
4
– – ﹤0.01% 793
2024
Q3 		$394 Hold
4
– – ﹤0.01% 764
2024
Q2 		$365 Hold
4
– – ﹤0.01% 777
2024
Q1 		$381 Hold
4
– – ﹤0.01% 822
2023
Q4 		$310 Hold
4
– – ﹤0.01% 825
2023
Q3 		$256 Hold
4
– – ﹤0.01% 860
2023
Q2 		$262 Hold
4
– – ﹤0.01% 865
2023
Q1 		$233 Hold
4
– – ﹤0.01% 892
2022
Q4 		$209 Sell
4
-8
-67% -$408 ﹤0.01% 900
2022
Q3 		$0 Hold
12
– – ﹤0.01% 896
2022
Q2 		$0 Sell
12
-104
-90% -$4.73K ﹤0.01% 911
2022
Q1 		$5K Hold
116
– – ﹤0.01% 688
2021
Q4 		$7K Hold
116
– – ﹤0.01% 621
2021
Q3 		$5K Sell
116
-4
-3% -$204 ﹤0.01% 686
2021
Q2 		$5K Buy
120
+44
+58% +$2.16K ﹤0.01% 669
2021
Q1 		$3K Sell
76
-52
-41% -$2.41K ﹤0.01% 676
2020
Q4 		$5K Buy
+128
New +$5.3K ﹤0.01% 611

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return