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Twin Peaks Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Twin Peaks Wealth 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 		– Sell
-388
Closed -$31.1K – 1196
2026
Q1 		$31.1K Buy
+388
New +$34.3K 0.01% 557
2025
Q3 		– Sell
-266
Closed -$20.9K – 1132
2025
Q2 		$20.9K Buy
+266
New +$21K 0.01% 592

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

Twin Peaks Wealth Advisors's IR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 388 shares — an estimated $31.1K sold.

Twin Peaks Wealth Advisors first reported a position in IR in Q2 2025 and held it in 2 quarters. The position peaked at $31.1K in Q1 2026. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 388 Ingersoll Rand shares in Q2 2026, an estimated $31.1K.
  • Twin Peaks Wealth Advisors first reported a position in Ingersoll Rand in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Ingersoll Rand position peaked at $31.1K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.