CFP
IR icon

Catalyst Financial Partners’s Ingersoll Rand IR Stock Holding History

Catalyst Financial Partners’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 		$429K Sell
5,360
-17
-0.3% -$1.5K 0.05% 231
2025
Q4 		$426K Sell
5,377
-89
-2% -$7.03K 0.05% 203
2025
Q3 		$452K Buy
5,466
+122
+2% +$10K 0.05% 182
2025
Q2 		$445K Sell
5,344
-24
-0.4% -$1.89K 0.05% 178
2025
Q1 		$430K Sell
5,368
-46
-0.8% -$4.01K 0.08% 170
2024
Q4 		$490K Sell
5,414
-914
-14% -$91K 0.09% 138
2024
Q3 		$621K Buy
6,328
+311
+5% +$28.9K 0.12% 112
2024
Q2 		$547K Buy
6,017
+158
+3% +$14.5K 0.12% 109
2024
Q1 		$525K Buy
5,859
+42
+0.7% +$3.59K 0.14% 102
2023
Q4 		$450K Sell
5,817
-204
-3% -$13.9K 0.13% 105
2023
Q3 		$384K Buy
6,021
+194
+3% +$12.9K 0.12% 119
2023
Q2 		$381K Buy
5,827
+107
+2% +$6.33K 0.14% 110
2023
Q1 		$333K Sell
5,720
-10
-0.2% -$564 0.14% 112
2022
Q4 		$299K Buy
+5,730
New +$293K 0.15% 108

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

Catalyst Financial Partners's IR Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Ingersoll Rand (IR) stake by 0.32% in Q1 2026, selling an estimated $1.5K and leaving 5,360 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #231.

Catalyst Financial Partners first reported a position in IR in Q4 2022 and has held it in 14 quarters since. The position peaked at $621K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Catalyst Financial Partners held 5,360 shares of Ingersoll Rand worth $429K as of Q1 2026.
  • Catalyst Financial Partners sold 17 Ingersoll Rand shares in Q1 2026, an estimated $1.5K.
  • Ingersoll Rand made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #231 holding.
  • Catalyst Financial Partners first reported a position in Ingersoll Rand in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Ingersoll Rand position peaked at $621K in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.