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Summit Financial’s Ingersoll Rand IR Stock Holding History

Summit Financial’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
-2,659
Closed -$213K – 1605
2026
Q1 		$213K Buy
+2,659
New +$235K ﹤0.01% 1323
2024
Q4 		– Sell
-2,070
Closed -$203K – 649
2024
Q3 		$203K Buy
+2,070
New +$192K 0.01% 524

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

Summit Financial's IR Position: Q2 2026 in Review

Summit Financial sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 2,659 shares — an estimated $213K sold.

Summit Financial first reported a position in IR in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Summit Financial reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 2,659 Ingersoll Rand shares in Q2 2026, an estimated $213K.
  • Summit Financial first reported a position in Ingersoll Rand in Q3 2024 and held it in 2 quarters.
  • Summit Financial's Ingersoll Rand position peaked at $213K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.