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Bartlett & Co Wealth Management’s Ingersoll Rand IR Stock Holding History

Bartlett & Co Wealth Management’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 		$10.3K Sell
136
-174
-56% -$15.4K ﹤0.01% 919
2025
Q4 		$24.6K Buy
310
+2
+0.6% +$158 ﹤0.01% 787
2025
Q3 		$25.4K Buy
308
+35
+13% +$2.87K ﹤0.01% 785
2025
Q2 		$22.7K Sell
273
-79
-22% -$6.23K ﹤0.01% 793
2025
Q1 		$28.2K Sell
352
-98
-22% -$8.54K ﹤0.01% 760
2024
Q4 		$40.7K Hold
450
– – ﹤0.01% 693
2024
Q3 		$44.2K Buy
450
+50
+13% +$4.65K ﹤0.01% 676
2024
Q2 		$36.3K Buy
400
+61
+18% +$5.61K ﹤0.01% 716
2024
Q1 		$32.2K Sell
339
-161
-32% -$13.8K ﹤0.01% 731
2023
Q4 		$38.9K Buy
500
+100
+25% +$6.84K ﹤0.01% 747
2023
Q3 		$25.5K Hold
400
– – ﹤0.01% 768
2023
Q2 		$26.1K Hold
400
– – ﹤0.01% 773
2023
Q1 		$23.3K Buy
400
+200
+100% +$11.3K ﹤0.01% 687
2022
Q4 		$10.4K Sell
200
-100
-33% -$5.11K ﹤0.01% 822
2022
Q3 		$13K Buy
300
+100
+50% +$4.71K ﹤0.01% 781
2022
Q2 		$8.42K Sell
200
-200
-50% -$9.1K ﹤0.01% 906
2022
Q1 		$20.1K Buy
+400
New +$21.4K ﹤0.01% 730
2021
Q4 		– Sell
-300
Closed -$15.1K – 637
2021
Q3 		$15.1K Buy
300
+100
+50% +$5.09K ﹤0.01% 664
2021
Q2 		$9.76K Sell
200
-100
-33% -$4.91K ﹤0.01% 692
2021
Q1 		$14.8K Buy
300
+100
+50% +$4.63K ﹤0.01% 697
2020
Q4 		$9.11K Sell
200
-100
-33% -$4.14K ﹤0.01% 739
2020
Q3 		$10.7K Buy
300
+200
+200% +$6.7K ﹤0.01% 678
2020
Q2 		$2.81K Sell
100
-100
-50% -$2.83K ﹤0.01% 771
2020
Q1 		$4.96K Buy
+200
New +$6.35K ﹤0.01% 719

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co Wealth Management's IR Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Ingersoll Rand (IR) stake by 56% in Q1 2026, selling an estimated $15.4K and leaving 136 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Bartlett & Co Wealth Management first reported a position in IR in Q1 2020 and has held it in 24 quarters since. The position peaked at $44.2K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Bartlett & Co Wealth Management held 136 shares of Ingersoll Rand worth $10.3K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 174 Ingersoll Rand shares in Q1 2026, an estimated $15.4K.
  • Ingersoll Rand made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #919 holding.
  • Bartlett & Co Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Ingersoll Rand position peaked at $44.2K in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.