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Souders Financial Advisors’s Ingersoll Rand IR Stock Holding History

Souders 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 		$248K Sell
3,021
-691
-19% -$53.5K 0.02% 208
2026
Q1 		$297K Buy
3,712
+1,046
+39% +$92.4K 0.03% 183
2025
Q4 		$211K Sell
2,666
-1
-0% -$79 0.02% 202
2025
Q3 		$220K Buy
2,667
+119
+5% +$9.75K 0.03% 194
2025
Q2 		$212K Buy
+2,548
New +$201K 0.03% 194

Other funds holding IR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

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

Souders Financial Advisors reduced its Ingersoll Rand (IR) stake by 19% in Q2 2026, selling an estimated $53.5K and leaving 3,021 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #208.

Souders Financial Advisors first reported a position in IR in Q2 2025 and has held it in 5 quarters since. The position peaked at $297K in Q1 2026. 434 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Souders Financial Advisors held 3,021 shares of Ingersoll Rand worth $248K as of Q2 2026.
  • Souders Financial Advisors sold 691 Ingersoll Rand shares in Q2 2026, an estimated $53.5K.
  • Ingersoll Rand made up 0.02% of Souders Financial Advisors's portfolio in Q2 2026, its #208 holding.
  • Souders Financial Advisors first reported a position in Ingersoll Rand in Q2 2025 and has held it in 5 quarters since.
  • Souders Financial Advisors's Ingersoll Rand position peaked at $297K in Q1 2026.
  • 434 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.