Bailard’s Ingersoll Rand IR Stock Holding History

Bailard’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 Q2	$201K	Buy	+2,456	New	+$190K	﹤0.01%	736
2025 Q4	–	Sell	-2,500	Closed	-$207K	–	817
2025 Q3	$207K	Buy	2,500 +19	+0.8%	+$1.56K	﹤0.01%	723
2025 Q2	$206K	Buy	+2,481	New	+$196K	﹤0.01%	713
2025 Q1	–	Sell	-2,488	Closed	-$225K	–	787
2024 Q4	$225K	Hold	2,488	–	–	0.01%	663
2024 Q3	$244K	Buy	2,488 +7	+0.3%	+$651	0.01%	665
2024 Q2	$225K	Sell	2,481 -13	-0.5%	-$1.2K	0.01%	644
2024 Q1	$237K	Buy	+2,494	New	+$213K	0.01%	648
2020 Q2	–	Sell	-31,956	Closed	-$793K	–	530
2020 Q1	$793K	Buy	+31,956	New	+$1.01M	0.06%	189

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bailard's IR Position: Q2 2026 in Review

Bailard opened a new position in Ingersoll Rand (IR) in Q2 2026: 2,456 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Bailard previously reported a position in IR as recently as Q3 2025.

Bailard first reported a position in IR in Q1 2020 and has held it in 8 quarters since. The position peaked at $793K in Q1 2020. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Bailard held 2,456 shares of Ingersoll Rand worth $201K as of Q2 2026.
Ingersoll Rand was a new Bailard position in Q2 2026.
Ingersoll Rand made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #736 holding.
Bailard first reported a position in Ingersoll Rand in Q1 2020 and has held it in 8 quarters since.
Bailard's Ingersoll Rand position peaked at $793K in Q1 2020.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.