AssetMark Inc
IR icon

AssetMark Inc’s Ingersoll Rand IR Stock Holding History

AssetMark Inc’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 		$6.98M Buy
92,872
+47,674
+105% +$3.8M 0.01% 652
2026
Q2 		$3.71M Sell
45,198
-156
-0.3% -$12.1K 0.01% 813
2026
Q1 		$3.63M Buy
45,354
+2,199
+5% +$194K 0.01% 751
2025
Q4 		$3.42M Sell
43,155
-134,724
-76% -$10.6M 0.01% 741
2025
Q3 		$14.7M Buy
177,879
+12,891
+8% +$1.06M 0.03% 368
2025
Q2 		$13.7M Buy
164,988
+22,569
+16% +$1.78M 0.03% 346
2025
Q1 		$11.4M Buy
142,419
+11,193
+9% +$975K 0.03% 337
2024
Q4 		$11.9M Buy
131,226
+33,503
+34% +$3.34M 0.03% 330
2024
Q3 		$9.6M Buy
97,723
+37,154
+61% +$3.45M 0.03% 333
2024
Q2 		$5.5M Buy
60,569
+13,303
+28% +$1.22M 0.02% 414
2024
Q1 		$4.49M Buy
47,266
+47,237
+162,886% +$4.04M 0.01% 432
2023
Q4 		$2.24K Buy
29
+26
+867% +$1.78K ﹤0.01% 1533
2023
Q3 		$191 Buy
+3
New +$200 ﹤0.01% 1630
2022
Q1 		– Sell
-2
Closed – – 1651
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1575
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1465
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1429
2021
Q1 		$0 Buy
+2
New +$93 ﹤0.01% 1432
2020
Q4 		– Sell
-3
Closed – – 1437
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1365
2020
Q2 		$0 Sell
3
-587
-99% -$16.6K ﹤0.01% 1347
2020
Q1 		$15K Buy
+590
New +$18.7K ﹤0.01% 925
2019
Q1 		– Sell
-67
Closed -$1K – 1431
2018
Q4 		$1K Sell
67
-235
-78% -$5.77K ﹤0.01% 1320
2018
Q3 		$9K Buy
302
+10
+3% +$280 ﹤0.01% 1074
2018
Q2 		$9K Buy
292
+33
+13% +$1.04K ﹤0.01% 1064
2018
Q1 		$8K Buy
259
+151
+140% +$5.03K ﹤0.01% 1079
2017
Q4 		$4K Sell
108
-55
-34% -$1.64K ﹤0.01% 1293
2017
Q3 		$4K Buy
163
+2
+1% +$47 ﹤0.01% 1173
2017
Q2 		$3K Buy
+161
New +$3.6K ﹤0.01% 1177

Other funds holding IR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Waycross Partners
Waycross Partners Louisville, Kentucky $1.29B AUM 13.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

AssetMark Inc's IR Position: Q3 2026 in Review

AssetMark Inc increased its Ingersoll Rand (IR) stake by 105% in Q3 2026, buying an estimated $3.8M and bringing the position to 92,872 shares worth $6.98M. The position accounts for 0.01% of the portfolio, ranked #652.

AssetMark Inc first reported a position in IR in Q2 2017 and has held it in 27 quarters since. The position peaked at $14.7M in Q3 2025. 390 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • AssetMark Inc held 92,872 shares of Ingersoll Rand worth $6.98M as of Q3 2026.
  • AssetMark Inc bought 47,674 Ingersoll Rand shares in Q3 2026, an estimated $3.8M.
  • Ingersoll Rand made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #652 holding.
  • AssetMark Inc first reported a position in Ingersoll Rand in Q2 2017 and has held it in 27 quarters since.
  • AssetMark Inc's Ingersoll Rand position peaked at $14.7M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.