Aptus Capital Advisors’s Ingersoll Rand IR Stock Holding History

Aptus Capital 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	$235K	Sell	2,934 -1,283	-30%	-$113K	﹤0.01%	962
2025 Q4	$334K	Buy	4,217 +35	+0.8%	+$2.76K	﹤0.01%	859
2025 Q3	$346K	Sell	4,182 -345	-8%	-$28.3K	﹤0.01%	808
2025 Q2	$377K	Buy	4,527 +403	+10%	+$31.8K	﹤0.01%	756
2025 Q1	$330K	Buy	4,124 +44	+1%	+$3.83K	﹤0.01%	751
2024 Q4	$369K	Buy	4,080 +1,450	+55%	+$144K	﹤0.01%	719
2024 Q3	$258K	Buy	2,630 +179	+7%	+$16.6K	﹤0.01%	702
2024 Q2	$223K	Buy	2,451 +311	+15%	+$28.6K	﹤0.01%	714
2024 Q1	$203K	Buy	+2,140	New	+$183K	﹤0.01%	731

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

Aptus Capital Advisors's IR Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Ingersoll Rand (IR) stake by 30% in Q1 2026, selling an estimated $113K and leaving 2,934 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Aptus Capital Advisors first reported a position in IR in Q1 2024 and has held it in 9 quarters since. The position peaked at $377K in Q2 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Aptus Capital Advisors held 2,934 shares of Ingersoll Rand worth $235K as of Q1 2026.
Aptus Capital Advisors sold 1,283 Ingersoll Rand shares in Q1 2026, an estimated $113K.
Ingersoll Rand made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #962 holding.
Aptus Capital Advisors first reported a position in Ingersoll Rand in Q1 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's Ingersoll Rand position peaked at $377K in Q2 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.