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 		$385K Sell
4,800
-2,900
-38% -$256K ﹤0.01% 1265
2025
Q4 		$610K Sell
7,700
-6,800
-47% -$537K ﹤0.01% 1075
2025
Q3 		$1.2M Buy
14,500
+3,000
+26% +$246K ﹤0.01% 947
2025
Q2 		$957K Sell
11,500
-7,800
-40% -$615K ﹤0.01% 869
2025
Q1 		$1.54M Sell
19,300
-400
-2% -$34.9K ﹤0.01% 758
2024
Q4 		$1.78M Buy
19,700
+15,800
+405% +$1.57M ﹤0.01% 879
2024
Q3 		$383K Sell
3,900
-900
-19% -$83.6K ﹤0.01% 1306
2024
Q2 		$436K Buy
4,800
+900
+23% +$82.7K ﹤0.01% 1382
2024
Q1 		$370K Sell
3,900
-16,300
-81% -$1.39M ﹤0.01% 1721
2023
Q4 		$1.56M Sell
20,200
-25,600
-56% -$1.75M ﹤0.01% 886
2023
Q3 		$2.92M Sell
45,800
-2,600
-5% -$173K 0.01% 599
2023
Q2 		$3.16M Hold
48,400
– – 0.02% 503
2023
Q1 		$2.82M Buy
48,400
+39,200
+426% +$2.21M 0.01% 499
2022
Q4 		$481K Sell
9,200
-67,700
-88% -$3.46M ﹤0.01% 1137
2022
Q3 		$3.33M Sell
76,900
-5,900
-7% -$278K 0.02% 538
2022
Q2 		$3.48M Sell
82,800
-89,200
-52% -$4.06M 0.02% 527
2022
Q1 		$8.66M Buy
172,000
+94,800
+123% +$5.08M 0.02% 510
2021
Q4 		$4.78M Buy
77,200
+15,900
+26% +$905K 0.01% 837
2021
Q3 		$3.09M Sell
61,300
-4,500
-7% -$229K 0.01% 1029
2021
Q2 		$3.21M Buy
65,800
+34,600
+111% +$1.7M 0.01% 858
2021
Q1 		$1.53M Sell
31,200
-12,500
-29% -$578K ﹤0.01% 1010
2020
Q4 		$1.99M Buy
43,700
+11,200
+34% +$463K 0.01% 874
2020
Q3 		$1.16M Sell
32,500
-1,300
-4% -$43.5K 0.01% 971
2020
Q2 		$950K Buy
+33,800
New +$955K 0.01% 936

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.