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Wedmont Private Capital’s Ingersoll Rand IR Stock Holding History

Wedmont Private Capital’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 		$758K Buy
9,719
+3,601
+59% +$287K 0.02% 467
2026
Q2 		$482K Sell
6,118
-387
-6% -$29.9K 0.01% 564
2026
Q1 		$551K Buy
6,505
+80
+1% +$7.07K 0.02% 460
2025
Q4 		$523K Buy
6,425
+380
+6% +$30K 0.02% 452
2025
Q3 		$492K Sell
6,045
-126
-2% -$10.3K 0.02% 468
2025
Q2 		$541K Sell
6,171
-522
-8% -$41.1K 0.02% 406
2025
Q1 		$489K Buy
6,693
+574
+9% +$50K 0.03% 394
2024
Q4 		$532K Buy
6,119
+592
+11% +$58.9K 0.03% 357
2024
Q3 		$553K Buy
5,527
+179
+3% +$16.6K 0.03% 328
2024
Q2 		$520K Buy
5,348
+272
+5% +$25K 0.03% 332
2024
Q1 		$475K Buy
5,076
+459
+10% +$39.3K 0.03% 331
2023
Q4 		$350K Buy
4,617
+260
+6% +$17.8K 0.03% 386
2023
Q3 		$279K Buy
4,357
+107
+3% +$7.12K 0.03% 401
2023
Q2 		$281K Buy
4,250
+427
+11% +$25.2K 0.03% 392
2023
Q1 		$212K Buy
+3,823
New +$216K 0.03% 429

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
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
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wedmont Private Capital's IR Position: Q3 2026 in Review

Wedmont Private Capital increased its Ingersoll Rand (IR) stake by 59% in Q3 2026, buying an estimated $287K and bringing the position to 9,719 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #467.

Wedmont Private Capital first reported a position in IR in Q1 2023 and has held it in 15 quarters since. 34 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Wedmont Private Capital held 9,719 shares of Ingersoll Rand worth $758K as of Q3 2026.
  • Wedmont Private Capital bought 3,601 Ingersoll Rand shares in Q3 2026, an estimated $287K.
  • Ingersoll Rand made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #467 holding.
  • Wedmont Private Capital first reported a position in Ingersoll Rand in Q1 2023 and has held it in 15 quarters since.
  • 34 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.