True Wealth Design’s Ingersoll Rand IR Stock Holding History

True Wealth Design’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	$1.23K	Sell	15 -1	-6%	-$77	﹤0.01%	1906
2026 Q1	$1.28K	Hold	16	–	–	﹤0.01%	1714
2025 Q4	$1.27K	Sell	16 -3	-16%	-$237	﹤0.01%	1619
2025 Q3	$1.57K	Sell	19 -1	-5%	-$82	﹤0.01%	1561
2025 Q2	$1.66K	Hold	20	–	–	﹤0.01%	1254
2025 Q1	$1.6K	Buy	20 +3	+18%	+$261	﹤0.01%	1089
2024 Q4	$1.54K	Buy	17 +1	+6%	+$100	﹤0.01%	811
2024 Q3	$1.57K	Hold	16	–	–	﹤0.01%	855
2024 Q2	$1.45K	Buy	16 +4	+33%	+$368	﹤0.01%	431
2024 Q1	$1.14K	Buy	12 +5	+71%	+$428	﹤0.01%	436
2023 Q4	$542	Hold	7	–	–	﹤0.01%	457
2023 Q3	$447	Hold	7	–	–	﹤0.01%	446
2023 Q2	$458	Hold	7	–	–	﹤0.01%	462
2023 Q1	$408	Hold	7	–	–	﹤0.01%	575
2022 Q4	$366	Buy	+7	New	+$357	﹤0.01%	540

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

True Wealth Design's IR Position: Q2 2026 in Review

True Wealth Design reduced its Ingersoll Rand (IR) stake by 6.3% in Q2 2026, selling an estimated $77 and leaving 15 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

True Wealth Design first reported a position in IR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66K in Q2 2025. 898 funds tracked by Wall St. Rank hold IR as of Q2 2026.

True Wealth Design held 15 shares of Ingersoll Rand worth $1.23K as of Q2 2026.
True Wealth Design sold 1 Ingersoll Rand share in Q2 2026, an estimated $77.
Ingersoll Rand made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1906 holding.
True Wealth Design first reported a position in Ingersoll Rand in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Ingersoll Rand position peaked at $1.66K in Q2 2025.
898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.