Trifecta Capital Advisors
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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
Q3 		– Sell
-9
Closed -$738 – 400
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Trifecta Capital Advisors's IR Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Ingersoll Rand (IR) in Q3 2026, closing a stake of 9 shares — an estimated $738 sold.

Trifecta Capital Advisors first reported a position in IR in Q1 2023 and held it in 5 quarters. The position peaked at $4.8K in Q4 2023. 320 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Ingersoll Rand position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 9 Ingersoll Rand shares in Q3 2026, an estimated $738.
  • Trifecta Capital Advisors first reported a position in Ingersoll Rand in Q1 2023 and held it in 5 quarters.
  • Trifecta Capital Advisors's Ingersoll Rand position peaked at $4.8K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.