RAFFA WEALTH MANAGEMENT, LLC’s Ingersoll Rand IR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$10.5K	Sell	128 -16	-11%	-$1.24K	﹤0.01%	414
2026 Q1	$11.5K	Buy	144 +3	+2%	+$265	﹤0.01%	359
2025 Q4	$11.2K	Hold	141	–	–	﹤0.01%	357
2025 Q3	$11.6K	Buy	141 +96	+213%	+$7.87K	﹤0.01%	336
2025 Q2	$3.74K	Sell	45 -22	-33%	-$1.73K	﹤0.01%	555
2025 Q1	$5.36K	Hold	67	–	–	﹤0.01%	418
2024 Q4	$6.06K	Buy	67 +22	+49%	+$2.19K	﹤0.01%	416
2024 Q3	$4.42K	Sell	45 -120	-73%	-$11.2K	﹤0.01%	439
2024 Q2	$15K	Buy	165 +120	+267%	+$11K	﹤0.01%	381
2024 Q1	$4.27K	Hold	45	–	–	﹤0.01%	535
2023 Q4	$3.48K	Hold	45	–	–	﹤0.01%	467
2023 Q3	$2.87K	Hold	45	–	–	﹤0.01%	494
2023 Q2	$2.94K	Hold	45	–	–	﹤0.01%	497
2023 Q1	$2.62K	Hold	45	–	–	﹤0.01%	536
2022 Q4	$2.35K	Hold	45	–	–	﹤0.01%	554
2022 Q3	$1.95K	Hold	45	–	–	﹤0.01%	613
2022 Q2	$1.89K	Hold	45	–	–	﹤0.01%	618
2022 Q1	$2.27K	Hold	45	–	–	﹤0.01%	605
2021 Q4	$2.78K	Hold	45	–	–	﹤0.01%	566
2021 Q3	$2.27K	Hold	45	–	–	﹤0.01%	580
2021 Q2	$2.2K	Hold	45	–	–	﹤0.01%	600
2021 Q1	$2.21K	Buy	45 +15	+50%	+$694	﹤0.01%	604
2020 Q4	$1.37K	Hold	30	–	–	﹤0.01%	661
2020 Q3	$1.07K	Hold	30	–	–	﹤0.01%	651
2020 Q2	$844	Hold	30	–	–	﹤0.01%	706
2020 Q1	$744	Buy	+30	New	+$953	﹤0.01%	662

Other funds holding IR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $135M AUM 32.03% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Ingersoll Rand (IR) stake by 11% in Q2 2026, selling an estimated $1.24K and leaving 128 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $15K in Q2 2024. 239 funds tracked by Wall St. Rank hold IR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 128 shares of Ingersoll Rand worth $10.5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 16 Ingersoll Rand shares in Q2 2026, an estimated $1.24K.
Ingersoll Rand made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #414 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Ingersoll Rand position peaked at $15K in Q2 2024.
239 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.