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Unique Wealth Strategies’s Ingersoll Rand IR Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-28
Closed -$2.66K – 435
2024
Q2 		$2.66K Buy
+28
New +$2.57K ﹤0.01% 451

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Unique Wealth Strategies's IR Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Ingersoll Rand (IR) in Q3 2024, closing a stake of 28 shares — an estimated $2.66K sold.

Unique Wealth Strategies first reported a position in IR in Q2 2024 and held it in 1 quarter. The position peaked at $2.66K in Q2 2024. 866 funds tracked by Wall St. Rank hold IR as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Ingersoll Rand position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 28 Ingersoll Rand shares in Q3 2024, an estimated $2.66K.
  • Unique Wealth Strategies first reported a position in Ingersoll Rand in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Ingersoll Rand position peaked at $2.66K in Q2 2024.
  • 866 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.