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
-2,800
Closed -$222K – 1720
2025
Q4 		$222K Sell
2,800
-1,400
-33% -$111K ﹤0.01% 1468
2025
Q3 		$347K Buy
4,200
+1,100
+35% +$90.2K ﹤0.01% 1579
2025
Q2 		$258K Sell
3,100
-3,100
-50% -$244K ﹤0.01% 1457
2025
Q1 		$496K Sell
6,200
-1,200
-16% -$105K ﹤0.01% 1083
2024
Q4 		$669K Buy
7,400
+3,700
+100% +$368K ﹤0.01% 1208
2024
Q3 		$363K Buy
3,700
+3,100
+517% +$288K ﹤0.01% 1328
2024
Q2 		$54.5K Buy
+600
New +$55.2K ﹤0.01% 1943
2024
Q1 		– Sell
-3,500
Closed -$271K – 2431
2023
Q4 		$271K Buy
3,500
+200
+6% +$13.7K ﹤0.01% 1635
2023
Q3 		$210K Sell
3,300
-2,800
-46% -$186K ﹤0.01% 1791
2023
Q2 		$399K Hold
6,100
– – ﹤0.01% 1258
2023
Q1 		$355K Buy
6,100
+5,200
+578% +$293K ﹤0.01% 1115
2022
Q4 		$47K Sell
900
-7,600
-89% -$388K ﹤0.01% 1453
2022
Q3 		$368K Buy
8,500
+1,000
+13% +$47.1K ﹤0.01% 1354
2022
Q2 		$316K Sell
7,500
-29,600
-80% -$1.35M ﹤0.01% 1337
2022
Q1 		$1.87M Buy
37,100
+16,800
+83% +$900K 0.01% 1089
2021
Q4 		$1.26M Sell
20,300
-800
-4% -$45.6K ﹤0.01% 1239
2021
Q3 		$1.06M Sell
21,100
-1,200
-5% -$61.1K ﹤0.01% 1383
2021
Q2 		$1.09M Buy
22,300
+9,100
+69% +$447K ﹤0.01% 1194
2021
Q1 		$650K Buy
13,200
+1,900
+17% +$87.9K ﹤0.01% 1225
2020
Q4 		$515K Buy
11,300
+6,600
+140% +$273K ﹤0.01% 1249
2020
Q3 		$167K Buy
4,700
+1,300
+38% +$43.5K ﹤0.01% 1302
2020
Q2 		$96K Buy
+3,400
New +$96K ﹤0.01% 1261

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.