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United Financial Planning Group’s Ingersoll Rand IR Stock Holding History

United Financial Planning Group’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 		$820 Sell
10
-4
-29% -$309 ﹤0.01% 453
2026
Q1 		$1.12K Hold
14
– – ﹤0.01% 438
2025
Q4 		$1.11K Hold
14
– – ﹤0.01% 358
2025
Q3 		$1.16K Buy
+14
New +$1.15K ﹤0.01% 198

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 Financial Planning Group's IR Position: Q2 2026 in Review

United Financial Planning Group reduced its Ingersoll Rand (IR) stake by 29% in Q2 2026, selling an estimated $309 and leaving 10 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #453.

United Financial Planning Group first reported a position in IR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.16K in Q3 2025. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • United Financial Planning Group held 10 shares of Ingersoll Rand worth $820 as of Q2 2026.
  • United Financial Planning Group sold 4 Ingersoll Rand shares in Q2 2026, an estimated $309.
  • Ingersoll Rand made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #453 holding.
  • United Financial Planning Group first reported a position in Ingersoll Rand in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Ingersoll Rand position peaked at $1.16K in Q3 2025.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.