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Tred Avon Family Wealth’s Ingersoll Rand IR Stock Holding History

Tred Avon Family Wealth’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 		$262K Hold
3,196
– – 0.08% 243
2026
Q1 		$256K Buy
3,196
+4
+0.1% +$353 0.09% 239
2025
Q4 		$253K Hold
3,192
– – 0.08% 231
2025
Q3 		$264K Buy
+3,192
New +$262K 0.09% 218

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's IR Position: Q2 2026 in Review

Tred Avon Family Wealth held its Ingersoll Rand (IR) position steady in Q2 2026 at 3,196 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #243.

Tred Avon Family Wealth first reported a position in IR in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q3 2025. 898 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Tred Avon Family Wealth held 3,196 shares of Ingersoll Rand worth $262K as of Q2 2026.
  • Tred Avon Family Wealth left its Ingersoll Rand share count unchanged in Q2 2026.
  • Ingersoll Rand made up 0.08% of Tred Avon Family Wealth's portfolio in Q2 2026, its #243 holding.
  • Tred Avon Family Wealth first reported a position in Ingersoll Rand in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Ingersoll Rand position peaked at $264K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.