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AE Wealth Management’s Ingersoll Rand IR Stock Holding History

AE Wealth Management’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 		$272K Buy
3,390
+483
+17% +$42.7K ﹤0.01% 1439
2025
Q4 		$230K Sell
2,907
-387
-12% -$30.6K ﹤0.01% 1449
2025
Q3 		$272K Buy
3,294
+378
+13% +$31K ﹤0.01% 1230
2025
Q2 		$243K Buy
2,916
+151
+5% +$11.9K ﹤0.01% 1217
2025
Q1 		$221K Buy
+2,765
New +$241K ﹤0.01% 1230
2024
Q1 		– Sell
-17,199
Closed -$1.36M – 1572
2023
Q4 		$1.36M Buy
17,199
+3,130
+22% +$214K 0.01% 1048
2023
Q3 		$896K Buy
14,069
+66
+0.5% +$4.39K 0.01% 1136
2023
Q2 		$915K Buy
14,003
+1,857
+15% +$110K 0.01% 1122
2023
Q1 		$707K Sell
12,146
-798
-6% -$45K ﹤0.01% 1191
2022
Q4 		$676K Buy
12,944
+475
+4% +$24.3K ﹤0.01% 1155
2022
Q3 		$539K Sell
12,469
-635
-5% -$29.9K ﹤0.01% 1219
2022
Q2 		$551K Sell
13,104
-36
-0.3% -$1.64K ﹤0.01% 1150
2022
Q1 		$662K Sell
13,140
-718
-5% -$38.5K ﹤0.01% 1089
2021
Q4 		$857K Buy
13,858
+720
+5% +$41K 0.01% 993
2021
Q3 		$662K Buy
13,138
+987
+8% +$50.2K 0.01% 1035
2021
Q2 		$593K Sell
12,151
-561
-4% -$27.5K 0.01% 1084
2021
Q1 		$626K Sell
12,712
-1,560
-11% -$72.2K 0.01% 928
2020
Q4 		$650K Buy
14,272
+1,002
+8% +$41.5K 0.01% 869
2020
Q3 		$472K Sell
13,270
-1,398
-10% -$46.8K 0.01% 897
2020
Q2 		$412K Sell
14,668
-208
-1% -$5.88K 0.01% 937
2020
Q1 		$369K Buy
14,876
+8,995
+153% +$286K 0.01% 797
2019
Q4 		$216K Buy
+5,881
New +$193K ﹤0.01% 1041
2019
Q3 		– Sell
-9,891
Closed -$342K – 1028
2019
Q2 		$342K Buy
+9,891
New +$320K 0.01% 706

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AE Wealth Management's IR Position: Q1 2026 in Review

AE Wealth Management increased its Ingersoll Rand (IR) stake by 17% in Q1 2026, buying an estimated $42.7K and bringing the position to 3,390 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

AE Wealth Management first reported a position in IR in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.36M in Q4 2023. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • AE Wealth Management held 3,390 shares of Ingersoll Rand worth $272K as of Q1 2026.
  • AE Wealth Management bought 483 Ingersoll Rand shares in Q1 2026, an estimated $42.7K.
  • Ingersoll Rand made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1439 holding.
  • AE Wealth Management first reported a position in Ingersoll Rand in Q2 2019 and has held it in 23 quarters since.
  • AE Wealth Management's Ingersoll Rand position peaked at $1.36M in Q4 2023.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.