Avalon Trust’s Ingersoll Rand IR Stock Holding History

Avalon Trust’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
2025 Q3	–	Sell	-194	Closed	-$16.1K	–	628
2025 Q2	$16.1K	Hold	194	–	–	﹤0.01%	330
2025 Q1	$15.5K	Buy	+194	New	+$16.9K	﹤0.01%	344

Other funds holding IR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Trust's IR Position: Q3 2025 in Review

Avalon Trust sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 194 shares — an estimated $16.1K sold.

Avalon Trust first reported a position in IR in Q1 2025 and held it in 2 quarters. The position peaked at $16.1K in Q2 2025. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

Avalon Trust reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
Avalon Trust sold 194 Ingersoll Rand shares in Q3 2025, an estimated $16.1K.
Avalon Trust first reported a position in Ingersoll Rand in Q1 2025 and held it in 2 quarters.
Avalon Trust's Ingersoll Rand position peaked at $16.1K in Q2 2025.
880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Avalon Trust's 13F filing for Q3 2025, filed 10 Nov 2025.