Sowell Financial Services’s Ingersoll Rand IR Stock Holding History

Sowell Financial Services’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	-2,521	Closed	-$202K	–	1191
2026 Q1	$202K	Sell	2,521 -489	-16%	-$43.2K	0.01%	1047
2025 Q4	$238K	Sell	3,010 -26	-0.9%	-$2.05K	0.01%	932
2025 Q3	$251K	Buy	3,036 +74	+2%	+$6.07K	0.01%	891
2025 Q2	$246K	Sell	2,962 -306	-9%	-$24.1K	0.01%	873
2025 Q1	$262K	Buy	+3,268	New	+$285K	0.01%	824
2021 Q2	–	Sell	-8,131	Closed	-$403K	–	1600
2021 Q1	$403K	Sell	8,131 -1,033	-11%	-$47.8K	0.01%	725
2020 Q4	$418K	Sell	9,164 -90	-1%	-$3.72K	0.02%	572
2020 Q3	$329K	Buy	9,254 +1,219	+15%	+$40.8K	0.02%	583
2020 Q2	$226K	Buy	8,035 +4,338	+117%	+$123K	0.01%	677
2020 Q1	$92K	Buy	3,697 +3,655	+8,702%	+$116K	0.01%	872
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	2205
2019 Q3	$1K	Buy	+42	New	+$1.3K	﹤0.01%	2255

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 $3.38T AUM 44.17% 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

Sowell Financial Services's IR Position: Q2 2026 in Review

Sowell Financial Services sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 2,521 shares — an estimated $202K sold.

Sowell Financial Services first reported a position in IR in Q3 2019 and held it in 12 quarters. The position peaked at $418K in Q4 2020. 898 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Sowell Financial Services reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 2,521 Ingersoll Rand shares in Q2 2026, an estimated $202K.
Sowell Financial Services first reported a position in Ingersoll Rand in Q3 2019 and held it in 12 quarters.
Sowell Financial Services's Ingersoll Rand position peaked at $418K in Q4 2020.
898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.