Addison Advisors’s Ingersoll Rand IR Stock Holding History

Addison 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 Q1	$56.5K	Hold	705	–	–	0.01%	407
2025 Q4	$55.9K	Hold	705	–	–	0.01%	407
2025 Q3	$58.2K	Hold	705	–	–	0.01%	396
2025 Q2	$58.6K	Hold	705	–	–	0.01%	390
2025 Q1	$56.4K	Hold	705	–	–	0.02%	369
2024 Q4	$63.8K	Hold	705	–	–	0.02%	350
2024 Q3	$69.2K	Hold	705	–	–	0.02%	349
2024 Q2	$64K	Hold	705	–	–	0.02%	340
2024 Q1	$66.9K	Hold	705	–	–	0.02%	326
2023 Q4	$54.5K	Hold	705	–	–	0.02%	345
2023 Q3	$44.9K	Hold	705	–	–	0.02%	337
2023 Q2	$46.1K	Sell	705 -4	-0.6%	-$236	0.02%	326
2023 Q1	$41.3K	Sell	709 -14	-2%	-$789	0.02%	320
2022 Q4	$37.8K	Buy	723 +1	+0.1%	+$51	0.02%	313
2022 Q3	$31K	Hold	722	–	–	0.02%	311
2022 Q2	$30K	Hold	722	–	–	0.02%	319
2022 Q1	$36K	Hold	722	–	–	0.02%	327
2021 Q4	$45K	Buy	722 +13	+2%	+$740	0.03%	255
2021 Q3	$36K	Hold	709	–	–	0.03%	208
2021 Q2	$35K	Buy	+709	New	+$34.8K	0.03%	214
2020 Q4	$32K	Buy	+709	New	+$29.3K	0.03%	213

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Addison Advisors's IR Position: Q1 2026 in Review

Addison Advisors held its Ingersoll Rand (IR) position steady in Q1 2026 at 705 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #407.

Addison Advisors first reported a position in IR in Q4 2020 and has held it in 21 quarters since. The position peaked at $69.2K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Addison Advisors held 705 shares of Ingersoll Rand worth $56.5K as of Q1 2026.
Addison Advisors left its Ingersoll Rand share count unchanged in Q1 2026.
Ingersoll Rand made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #407 holding.
Addison Advisors first reported a position in Ingersoll Rand in Q4 2020 and has held it in 21 quarters since.
Addison Advisors's Ingersoll Rand position peaked at $69.2K in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.