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United Capital Financial Advisors’s Ingersoll Rand IR Stock Holding History

United Capital Financial 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 		$898K Sell
10,948
-2,856
-21% -$221K ﹤0.01% 842
2026
Q1 		$1.11M Buy
13,804
+1,801
+15% +$159K 0.01% 725
2025
Q4 		$951K Sell
12,003
-496
-4% -$39.2K 0.01% 753
2025
Q3 		$1.03M Sell
12,499
-199
-2% -$16.3K 0.01% 632
2025
Q2 		$1.06M Buy
12,698
+1,117
+10% +$88K 0.01% 584
2025
Q1 		$927K Buy
11,581
+883
+8% +$76.9K 0.01% 581
2024
Q4 		$968K Buy
10,698
+48
+0.5% +$4.78K 0.01% 558
2024
Q3 		$1.05M Sell
10,650
-143
-1% -$13.3K 0.01% 530
2024
Q2 		$980K Sell
10,793
-456
-4% -$41.9K 0.01% 535
2024
Q1 		$1.07M Sell
11,249
-1,258
-10% -$108K 0.01% 544
2023
Q4 		$967K Buy
+12,507
New +$855K 0.01% 568
2023
Q3 		– Sell
-3,562
Closed -$233K – 868
2023
Q2 		$233K Buy
+3,562
New +$211K ﹤0.01% 823
2023
Q1 		– Sell
-4,513
Closed -$236K – 1017
2022
Q4 		$236K Sell
4,513
-3,616
-44% -$185K ﹤0.01% 941
2022
Q3 		$352K Sell
8,129
-698
-8% -$32.9K ﹤0.01% 859
2022
Q2 		$371K Buy
8,827
+749
+9% +$34.1K ﹤0.01% 879
2022
Q1 		$407K Sell
8,078
-9,815
-55% -$526K ﹤0.01% 897
2021
Q4 		$1.11M Sell
17,893
-810
-4% -$46.1K 0.01% 654
2021
Q3 		$943K Sell
18,703
-2,991
-14% -$152K ﹤0.01% 693
2021
Q2 		$1.06M Buy
21,694
+234
+1% +$11.5K 0.01% 682
2021
Q1 		$1.06M Sell
21,460
-1,046
-5% -$48.4K 0.01% 654
2020
Q4 		$1.02M Buy
+22,506
New +$931K 0.01% 666

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

United Capital Financial Advisors's IR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Ingersoll Rand (IR) stake by 21% in Q2 2026, selling an estimated $221K and leaving 10,948 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

United Capital Financial Advisors first reported a position in IR in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2021. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • United Capital Financial Advisors held 10,948 shares of Ingersoll Rand worth $898K as of Q2 2026.
  • United Capital Financial Advisors sold 2,856 Ingersoll Rand shares in Q2 2026, an estimated $221K.
  • Ingersoll Rand made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #842 holding.
  • United Capital Financial Advisors first reported a position in Ingersoll Rand in Q4 2020 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Ingersoll Rand position peaked at $1.11M in Q4 2021.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.