Bank Julius Baer & Co
IR icon

Bank Julius Baer & Co’s Ingersoll Rand IR Stock Holding History

Bank Julius Baer & Co’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 		$2.52M Buy
32,331
+5,651
+21% +$499K 0.01% 290
2025
Q4 		$2.15M Sell
26,680
-135,943
-84% -$10.7M 0.01% 319
2025
Q3 		$13.4M Sell
162,623
-41,012
-20% -$3.36M 0.04% 172
2025
Q2 		$16.9M Sell
203,635
-27,264
-12% -$2.15M 0.05% 156
2025
Q1 		$18.4M Sell
230,899
-123,211
-35% -$10.7M 0.06% 154
2024
Q4 		$32.8M Buy
354,110
+5,438
+2% +$541K 0.1% 124
2024
Q3 		$35.6M Buy
348,672
+105,565
+43% +$9.81M 0.12% 103
2024
Q2 		$23.2M Sell
243,107
-12,426
-5% -$1.14M 0.09% 111
2024
Q1 		$24.3M Buy
255,533
+15,328
+6% +$1.31M 0.09% 116
2023
Q4 		$18.6M Buy
240,205
+229,169
+2,077% +$15.7M 0.08% 144
2023
Q3 		$703K Buy
11,036
+4,170
+61% +$277K ﹤0.01% 287
2023
Q2 		$449K Buy
+6,866
New +$406K ﹤0.01% 346
2021
Q2 		– Sell
-177
Closed -$9K – 851
2021
Q1 		$9K Buy
+177
New +$8.19K ﹤0.01% 783
2020
Q4 		– Sell
-42
Closed -$2K – 826
2020
Q3 		$2K Buy
+42
New +$1.41K ﹤0.01% 719
2020
Q2 		– Sell
-2,163
Closed -$54K – 709
2020
Q1 		$54K Buy
+2,163
New +$68.7K ﹤0.01% 541

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank Julius Baer & Co's IR Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Ingersoll Rand (IR) stake by 21% in Q1 2026, buying an estimated $499K and bringing the position to 32,331 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #290.

Bank Julius Baer & Co first reported a position in IR in Q1 2020 and has held it in 15 quarters since. The position peaked at $35.6M in Q3 2024. 900 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Bank Julius Baer & Co held 32,331 shares of Ingersoll Rand worth $2.52M as of Q1 2026.
  • Bank Julius Baer & Co bought 5,651 Ingersoll Rand shares in Q1 2026, an estimated $499K.
  • Ingersoll Rand made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #290 holding.
  • Bank Julius Baer & Co first reported a position in Ingersoll Rand in Q1 2020 and has held it in 15 quarters since.
  • Bank Julius Baer & Co's Ingersoll Rand position peaked at $35.6M in Q3 2024.
  • 900 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.