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Trifecta Capital Advisors’s Ingersoll Rand IR Stock Holding History

Trifecta Capital 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 		$738 Buy
+9
New +$696 ﹤0.01% 391
2024
Q1 		– Sell
-62
Closed -$4.8K – 428
2023
Q4 		$4.8K Hold
62
– – ﹤0.01% 253
2023
Q3 		$3.95K Hold
62
– – ﹤0.01% 248
2023
Q2 		$4.05K Hold
62
– – ﹤0.01% 235
2023
Q1 		$3.61K Buy
+62
New +$3.5K ﹤0.01% 246

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

Trifecta Capital Advisors's IR Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Ingersoll Rand (IR) in Q2 2026: 9 shares worth $738. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in IR as recently as Q4 2023.

Trifecta Capital Advisors first reported a position in IR in Q1 2023 and has held it in 5 quarters since. The position peaked at $4.8K in Q4 2023. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Trifecta Capital Advisors held 9 shares of Ingersoll Rand worth $738 as of Q2 2026.
  • Ingersoll Rand was a new Trifecta Capital Advisors position in Q2 2026.
  • Ingersoll Rand made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #391 holding.
  • Trifecta Capital Advisors first reported a position in Ingersoll Rand in Q1 2023 and has held it in 5 quarters since.
  • Trifecta Capital Advisors's Ingersoll Rand position peaked at $4.8K in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.