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Wealth Science Advisors’s Ingersoll Rand IR Stock Holding History

Wealth Science 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
Q3 		– Sell
-3,735
Closed -$306K – 89
2026
Q2 		$306K Buy
3,735
+1,444
+63% +$112K 0.14% 81
2026
Q1 		$181K Buy
+2,291
New +$202K 0.1% 73

Other funds holding IR

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Science Advisors's IR Position: Q3 2026 in Review

Wealth Science Advisors sold out of Ingersoll Rand (IR) in Q3 2026, closing a stake of 3,735 shares — an estimated $306K sold.

Wealth Science Advisors first reported a position in IR in Q1 2026 and held it in 2 quarters. The position peaked at $306K in Q2 2026. 34 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Wealth Science Advisors reported no remaining Ingersoll Rand position as of Q3 2026 after selling out during the quarter.
  • Wealth Science Advisors sold 3,735 Ingersoll Rand shares in Q3 2026, an estimated $306K.
  • Wealth Science Advisors first reported a position in Ingersoll Rand in Q1 2026 and held it in 2 quarters.
  • Wealth Science Advisors's Ingersoll Rand position peaked at $306K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Wealth Science Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.