Callan Family Office’s Ingersoll Rand IR Stock Holding History

Callan Family Office’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	$1.7M	Buy	20,732 +2,205	+12%	+$171K	0.03%	440
2026 Q1	$1.48M	Buy	18,527 +1,109	+6%	+$97.9K	0.03%	442
2025 Q4	$1.38M	Buy	17,418 +11,198	+180%	+$884K	0.03%	452
2025 Q3	$514K	Buy	6,220 +296	+5%	+$24.3K	0.02%	521
2025 Q2	$493K	Buy	+5,924	New	+$467K	0.02%	590
2025 Q1	–	Sell	-2,824	Closed	-$255K	–	598
2024 Q4	$255K	Buy	+2,824	New	+$281K	0.02%	533

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

Callan Family Office's IR Position: Q2 2026 in Review

Callan Family Office increased its Ingersoll Rand (IR) stake by 12% in Q2 2026, buying an estimated $171K and bringing the position to 20,732 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #440.

Callan Family Office first reported a position in IR in Q4 2024 and has held it in 6 quarters since. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Callan Family Office held 20,732 shares of Ingersoll Rand worth $1.7M as of Q2 2026.
Callan Family Office bought 2,205 Ingersoll Rand shares in Q2 2026, an estimated $171K.
Ingersoll Rand made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #440 holding.
Callan Family Office first reported a position in Ingersoll Rand in Q4 2024 and has held it in 6 quarters since.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.