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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Twin Peaks Wealth Advisors's IR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ingersoll Rand (IR) in Q1 2026: 388 shares worth $31.1K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IR in Q2 2025 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 388 shares of Ingersoll Rand worth $31.1K as of Q1 2026.
  • Ingersoll Rand was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ingersoll Rand made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #557 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ingersoll Rand in Q2 2025 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.