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Wilkerson Advisory Group’s Ingersoll Rand IR Stock Holding History

Wilkerson Advisory 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 		$3.61K Sell
44
-113
-72% -$8.74K ﹤0.01% 510
2026
Q1 		$12.6K Buy
157
+69
+78% +$6.09K ﹤0.01% 367
2025
Q4 		$6.97K Buy
+88
New +$6.95K ﹤0.01% 393

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

Wilkerson Advisory Group's IR Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Ingersoll Rand (IR) stake by 72% in Q2 2026, selling an estimated $8.74K and leaving 44 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Wilkerson Advisory Group first reported a position in IR in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.6K in Q1 2026. 890 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Wilkerson Advisory Group held 44 shares of Ingersoll Rand worth $3.61K as of Q2 2026.
  • Wilkerson Advisory Group sold 113 Ingersoll Rand shares in Q2 2026, an estimated $8.74K.
  • Ingersoll Rand made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #510 holding.
  • Wilkerson Advisory Group first reported a position in Ingersoll Rand in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Ingersoll Rand position peaked at $12.6K in Q1 2026.
  • 890 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.