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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return