Superior Planning, LLC’s Ingersoll Rand IR Stock Holding History

Superior Planning, 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 Q3	$551K	Buy	+7,338	New	+$584K	0.23%	94

Other funds holding IR

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Superior Planning, LLC's IR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ingersoll Rand (IR) in Q3 2026: 7,338 shares worth $551K. The stake represents 0.23% of the portfolio and ranks #94 among its holdings.

633 funds tracked by Wall St. Rank hold IR as of Q3 2026.

Superior Planning, LLC held 7,338 shares of Ingersoll Rand worth $551K as of Q3 2026.
Ingersoll Rand was a new Superior Planning, LLC position in Q3 2026.
Ingersoll Rand made up 0.23% of Superior Planning, LLC's portfolio in Q3 2026, its #94 holding.
633 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.