Arax Advisory Partners’s Ingersoll Rand IR Stock Holding History

Arax Advisory Partners’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	–	Sell	-437	Closed	-$34.7K	–	4068
2025 Q4	$34.7K	Buy	+437	New	+$34.5K	﹤0.01%	1814
2025 Q3	–	Sell	-311	Closed	-$25.9K	–	3953
2025 Q2	$25.9K	Buy	311 +61	+24%	+$4.81K	﹤0.01%	1542
2025 Q1	$20K	Buy	250 +44	+21%	+$3.83K	﹤0.01%	1304
2024 Q4	$18.7K	Buy	206 +74	+56%	+$7.37K	﹤0.01%	1241
2024 Q3	$13K	Hold	132	–	–	﹤0.01%	1290
2024 Q2	$12K	Buy	132 +12	+10%	+$1.1K	﹤0.01%	1181
2024 Q1	$11.4K	Hold	120	–	–	﹤0.01%	757
2023 Q4	$9.29K	Buy	120 +3	+3%	+$205	﹤0.01%	770
2023 Q3	$7.46K	Hold	117	–	–	﹤0.01%	789
2023 Q2	$7.65K	Buy	117 +59	+102%	+$3.49K	﹤0.01%	771
2023 Q1	$3.38K	Buy	+58	New	+$3.27K	﹤0.01%	925
2022 Q1	–	Sell	-29	Closed	-$2K	–	1177
2021 Q4	$2K	Buy	+29	New	+$1.65K	﹤0.01%	890
2020 Q2	–	Sell	-247	Closed	-$6K	–	691
2020 Q1	$6K	Buy	+247	New	+$7.84K	﹤0.01%	565

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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