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 Q2	–	Sell	-2	Closed	-$155	–	925
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

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

SOA Wealth Advisors's IR Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 2 shares — an estimated $155 sold.

SOA Wealth Advisors first reported a position in IR in Q4 2020 and held it in 22 quarters. The position peaked at $7K in Q4 2021. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

SOA Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 2 Ingersoll Rand shares in Q2 2026, an estimated $155.
SOA Wealth Advisors first reported a position in Ingersoll Rand in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's Ingersoll Rand position peaked at $7K in Q4 2021.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.