Strategic Wealth Partners’s Ingersoll Rand IR Stock Holding History

Strategic Wealth Partners’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	$3.03K	Sell	37 -40	-52%	-$3.1K	﹤0.01%	1147
2026 Q1	$6.17K	Hold	77	–	–	﹤0.01%	993
2025 Q4	$6.1K	Hold	77	–	–	﹤0.01%	1018
2025 Q3	$6.36K	Hold	77	–	–	﹤0.01%	997
2025 Q2	$6.41K	Buy	+77	New	+$6.07K	﹤0.01%	865
2024 Q4	$437K	Buy	4,717 +863	+22%	+$85.9K	0.04%	221
2024 Q3	$378K	Buy	3,854 +839	+28%	+$78K	0.04%	229
2024 Q2	$274K	Sell	3,015 -364	-11%	-$33.5K	0.03%	254
2024 Q1	$321K	Buy	3,379 +303	+10%	+$25.9K	0.04%	222
2023 Q4	$238K	Buy	+3,076	New	+$210K	0.03%	253

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

Strategic Wealth Partners's IR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Ingersoll Rand (IR) stake by 52% in Q2 2026, selling an estimated $3.1K and leaving 37 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Strategic Wealth Partners first reported a position in IR in Q4 2023 and has held it in 10 quarters since. The position peaked at $437K in Q4 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Strategic Wealth Partners held 37 shares of Ingersoll Rand worth $3.03K as of Q2 2026.
Strategic Wealth Partners sold 40 Ingersoll Rand shares in Q2 2026, an estimated $3.1K.
Ingersoll Rand made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1147 holding.
Strategic Wealth Partners first reported a position in Ingersoll Rand in Q4 2023 and has held it in 10 quarters since.
Strategic Wealth Partners's Ingersoll Rand position peaked at $437K in Q4 2024.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.