Atria Investments’s Ingersoll Rand IR Stock Holding History

Atria Investments’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	$1.48M	Buy	18,512 +413	+2%	+$36.5K	0.02%	845
2025 Q4	$1.43M	Buy	18,099 +198	+1%	+$15.6K	0.02%	885
2025 Q3	$1.48M	Sell	17,901 -140	-0.8%	-$11.5K	0.02%	856
2025 Q2	$1.5M	Sell	18,041 -66	-0.4%	-$5.2K	0.02%	847
2025 Q1	$1.45M	Buy	18,107 +3,972	+28%	+$346K	0.02%	848
2024 Q4	$1.28M	Buy	14,135 +754	+6%	+$75.1K	0.02%	862
2024 Q3	$1.31M	Buy	13,381 +2,087	+18%	+$194K	0.02%	849
2024 Q2	$1.03M	Buy	+11,294	New	+$1.04M	0.01%	915

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

Atria Investments's IR Position: Q1 2026 in Review

Atria Investments increased its Ingersoll Rand (IR) stake by 2.3% in Q1 2026, buying an estimated $36.5K and bringing the position to 18,512 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #845.

Atria Investments first reported a position in IR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Atria Investments held 18,512 shares of Ingersoll Rand worth $1.48M as of Q1 2026.
Atria Investments bought 413 Ingersoll Rand shares in Q1 2026, an estimated $36.5K.
Ingersoll Rand made up 0.02% of Atria Investments's portfolio in Q1 2026, its #845 holding.
Atria Investments first reported a position in Ingersoll Rand in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Ingersoll Rand position peaked at $1.5M in Q2 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.