WA
IR icon

Waverly Advisors’s Ingersoll Rand IR Stock Holding History

Waverly 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 		$218K Buy
+2,661
New +$206K ﹤0.01% 1588

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

Waverly Advisors's IR Position: Q2 2026 in Review

Waverly Advisors opened a new position in Ingersoll Rand (IR) in Q2 2026: 2,661 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings.

892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Waverly Advisors held 2,661 shares of Ingersoll Rand worth $218K as of Q2 2026.
  • Ingersoll Rand was a new Waverly Advisors position in Q2 2026.
  • Ingersoll Rand made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1588 holding.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.