Barrett & Company’s Ingersoll Rand IR Stock Holding History

Barrett & Company’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	$4.97K	Hold	62	–	–	﹤0.01%	527
2025 Q4	$4.91K	Hold	62	–	–	﹤0.01%	530
2025 Q3	$5.12K	Hold	62	–	–	﹤0.01%	524
2025 Q2	$5.16K	Hold	62	–	–	﹤0.01%	528
2025 Q1	$4.96K	Hold	62	–	–	﹤0.01%	495
2024 Q4	$5.61K	Hold	62	–	–	﹤0.01%	480
2024 Q3	$6.09K	Hold	62	–	–	﹤0.01%	466
2024 Q2	$5.63K	Hold	62	–	–	﹤0.01%	473
2024 Q1	$5.89K	Hold	62	–	–	﹤0.01%	477
2023 Q4	$4.79K	Hold	62	–	–	﹤0.01%	476
2023 Q3	$3.95K	Hold	62	–	–	﹤0.01%	503
2023 Q2	$4.05K	Hold	62	–	–	﹤0.01%	487
2023 Q1	$3.61K	Hold	62	–	–	﹤0.01%	470
2022 Q4	$3.24K	Hold	62	–	–	﹤0.01%	477
2022 Q3	$3.24K	Buy	+62	New	+$2.92K	﹤0.01%	477

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

Barrett & Company's IR Position: Q1 2026 in Review

Barrett & Company held its Ingersoll Rand (IR) position steady in Q1 2026 at 62 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Barrett & Company first reported a position in IR in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.09K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Barrett & Company held 62 shares of Ingersoll Rand worth $4.97K as of Q1 2026.
Barrett & Company left its Ingersoll Rand share count unchanged in Q1 2026.
Ingersoll Rand made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #527 holding.
Barrett & Company first reported a position in Ingersoll Rand in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Ingersoll Rand position peaked at $6.09K in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.