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Summit Trail Advisors’s Ingersoll Rand IR Stock Holding History

Summit Trail 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 		$2.82M Buy
34,409
+4,599
+15% +$356K 0.04% 390
2026
Q1 		$2.39M Buy
29,810
+144
+0.5% +$12.7K 0.03% 417
2025
Q4 		$2.35M Sell
29,666
-4,372
-13% -$345K 0.04% 321
2025
Q3 		$2.81M Buy
34,038
+23,241
+215% +$1.9M 0.04% 276
2025
Q2 		$898K Buy
+10,797
New +$851K 0.02% 516
2018
Q1 		– Sell
-385
Closed -$14K – 1046
2017
Q4 		$14K Buy
+385
New +$11.5K ﹤0.01% 1132

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 Trail Advisors's IR Position: Q2 2026 in Review

Summit Trail Advisors increased its Ingersoll Rand (IR) stake by 15% in Q2 2026, buying an estimated $356K and bringing the position to 34,409 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #390.

Summit Trail Advisors first reported a position in IR in Q4 2017 and has held it in 6 quarters since. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Summit Trail Advisors held 34,409 shares of Ingersoll Rand worth $2.82M as of Q2 2026.
  • Summit Trail Advisors bought 4,599 Ingersoll Rand shares in Q2 2026, an estimated $356K.
  • Ingersoll Rand made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #390 holding.
  • Summit Trail Advisors first reported a position in Ingersoll Rand in Q4 2017 and has held it in 6 quarters since.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.