CAWM
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Capital A Wealth Management’s Ingersoll Rand IR Stock Holding History

Capital A 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
2025
Q2 		– Sell
-9
Closed -$720 – 636
2025
Q1 		$720 Sell
9
-1
-10% -$87 ﹤0.01% 575
2024
Q4 		$905 Buy
+10
New +$996 ﹤0.01% 572

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital A Wealth Management's IR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 9 shares — an estimated $720 sold.

Capital A Wealth Management first reported a position in IR in Q4 2024 and held it in 2 quarters. The position peaked at $905 in Q4 2024. 869 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 9 Ingersoll Rand shares in Q2 2025, an estimated $720.
  • Capital A Wealth Management first reported a position in Ingersoll Rand in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Ingersoll Rand position peaked at $905 in Q4 2024.
  • 869 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.