Capstone Investment Advisors
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Capstone Investment Advisors’s Ingersoll Rand IR Stock Holding History

Capstone Investment Advisors’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 		– Sell
-8,952
Closed -$791K – 1721
2025
Q4 		$709K Buy
8,952
+1,037
+13% +$81.9K ﹤0.01% 1003
2025
Q3 		$654K Buy
7,915
+1,363
+21% +$112K ﹤0.01% 1223
2025
Q2 		$545K Sell
6,552
-2,597
-28% -$205K ﹤0.01% 1110
2025
Q1 		$732K Sell
9,149
-4,049
-31% -$353K ﹤0.01% 979
2024
Q4 		$1.19M Buy
13,198
+7,779
+144% +$774K ﹤0.01% 1007
2024
Q3 		$532K Sell
5,419
-2,106
-28% -$196K ﹤0.01% 1191
2024
Q2 		$684K Sell
7,525
-26
-0.3% -$2.39K ﹤0.01% 1149
2024
Q1 		$717K Buy
7,551
+6,680
+767% +$571K ﹤0.01% 1354
2023
Q4 		$67.4K Sell
871
-111
-11% -$7.59K ﹤0.01% 1978
2023
Q3 		$62.6K Buy
982
+770
+363% +$51.2K ﹤0.01% 2002
2023
Q2 		$13.9K Sell
212
-5,962
-97% -$352K ﹤0.01% 1814
2023
Q1 		$359K Buy
6,174
+4,189
+211% +$236K ﹤0.01% 1109
2022
Q4 		$104K Sell
1,985
-52,799
-96% -$2.7M ﹤0.01% 1384
2022
Q3 		$2.37M Buy
54,784
+14,409
+36% +$679K 0.01% 698
2022
Q2 		$1.7M Sell
40,375
-7,509
-16% -$342K 0.01% 826
2022
Q1 		$2.41M Buy
47,884
+47,068
+5,768% +$2.52M 0.01% 970
2021
Q4 		$50K Buy
+816
New +$46.5K ﹤0.01% 1694

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

Capstone Investment Advisors's IR Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 8,952 shares — an estimated $791K sold.

Capstone Investment Advisors first reported a position in IR in Q4 2021 and held it in 17 quarters. The position peaked at $2.41M in Q1 2022. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,952 Ingersoll Rand shares in Q1 2026, an estimated $791K.
  • Capstone Investment Advisors first reported a position in Ingersoll Rand in Q4 2021 and held it in 17 quarters.
  • Capstone Investment Advisors's Ingersoll Rand position peaked at $2.41M in Q1 2022.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.