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Toth Financial Advisory’s Ingersoll Rand IR Stock Holding History

Toth Financial Advisory’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
Q3 		$12.3K Hold
164
– – ﹤0.01% 566
2026
Q2 		$13.4K Hold
164
– – ﹤0.01% 554
2026
Q1 		$13.1K Hold
164
– – ﹤0.01% 530
2025
Q4 		$13K Hold
164
– – ﹤0.01% 522
2025
Q3 		$13.6K Hold
164
– – ﹤0.01% 508
2025
Q2 		$13.6K Buy
+164
New +$12.9K ﹤0.01% 460
2023
Q2 		– Sell
-30
Closed -$1.75K – 832
2023
Q1 		$1.75K Buy
+30
New +$1.69K ﹤0.01% 678

Other funds holding IR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Toth Financial Advisory's IR Position: Q3 2026 in Review

Toth Financial Advisory held its Ingersoll Rand (IR) position steady in Q3 2026 at 164 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Toth Financial Advisory first reported a position in IR in Q1 2023 and has held it in 7 quarters since. The position peaked at $13.6K in Q2 2025. 34 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Toth Financial Advisory held 164 shares of Ingersoll Rand worth $12.3K as of Q3 2026.
  • Toth Financial Advisory left its Ingersoll Rand share count unchanged in Q3 2026.
  • Ingersoll Rand made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #566 holding.
  • Toth Financial Advisory first reported a position in Ingersoll Rand in Q1 2023 and has held it in 7 quarters since.
  • Toth Financial Advisory's Ingersoll Rand position peaked at $13.6K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.