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Spire Wealth Management’s Ingersoll Rand IR Stock Holding History

Spire Wealth Management’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 		$42.5K Sell
519
-210
-29% -$16.2K ﹤0.01% 1220
2026
Q1 		$58.4K Sell
729
-143
-16% -$12.6K ﹤0.01% 1129
2025
Q4 		$69.1K Sell
872
-801
-48% -$63.2K ﹤0.01% 1088
2025
Q3 		$138K Sell
1,673
-954
-36% -$78.2K ﹤0.01% 894
2025
Q2 		$218K Sell
2,627
-135
-5% -$10.6K 0.01% 744
2025
Q1 		$221K Buy
2,762
+59
+2% +$5.14K 0.01% 796
2024
Q4 		$245K Sell
2,703
-649
-19% -$64.6K 0.01% 765
2024
Q3 		$329K Buy
3,352
+1,773
+112% +$165K 0.01% 620
2024
Q2 		$143K Sell
1,579
-24
-1% -$2.21K 0.01% 803
2024
Q1 		$152K Buy
1,603
+126
+9% +$10.8K ﹤0.01% 862
2023
Q4 		$117K Sell
1,477
-127
-8% -$8.68K ﹤0.01% 952
2023
Q3 		$102K Buy
1,604
+11
+0.7% +$732 ﹤0.01% 947
2023
Q2 		$104K Buy
1,593
+190
+14% +$11.2K ﹤0.01% 955
2023
Q1 		$81.6K Buy
1,403
+406
+41% +$22.9K ﹤0.01% 1027
2022
Q4 		$52K Buy
997
+1
+0.1% +$51 ﹤0.01% 980
2022
Q3 		$43K Sell
996
-482
-33% -$22.7K ﹤0.01% 1003
2022
Q2 		$62K Sell
1,478
-630
-30% -$28.7K ﹤0.01% 1203
2022
Q1 		$106K Sell
2,108
-2,025
-49% -$108K ﹤0.01% 1143
2021
Q4 		$256K Buy
4,133
+1,463
+55% +$83.3K 0.01% 986
2021
Q3 		$135K Buy
2,670
+218
+9% +$11.1K ﹤0.01% 1077
2021
Q2 		$120K Sell
2,452
-855
-26% -$42K ﹤0.01% 1123
2021
Q1 		$163K Buy
+3,307
New +$153K ﹤0.01% 1159

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

Spire Wealth Management's IR Position: Q2 2026 in Review

Spire Wealth Management reduced its Ingersoll Rand (IR) stake by 29% in Q2 2026, selling an estimated $16.2K and leaving 519 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Spire Wealth Management first reported a position in IR in Q1 2021 and has held it in 22 quarters since. The position peaked at $329K in Q3 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Spire Wealth Management held 519 shares of Ingersoll Rand worth $42.5K as of Q2 2026.
  • Spire Wealth Management sold 210 Ingersoll Rand shares in Q2 2026, an estimated $16.2K.
  • Ingersoll Rand made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1220 holding.
  • Spire Wealth Management first reported a position in Ingersoll Rand in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Ingersoll Rand position peaked at $329K in Q3 2024.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.