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CBIZ Investment Advisory Services’s Ingersoll Rand IR Stock Holding History

CBIZ Investment Advisory Services’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
-104
Closed -$8.24K – 586
2025
Q4 		$8.24K Hold
104
– – ﹤0.01% 418
2025
Q3 		$8.59K Hold
104
– – ﹤0.01% 368
2025
Q2 		$8.65K Sell
104
-5
-5% -$394 ﹤0.01% 369
2025
Q1 		$8.72K Buy
109
+12
+12% +$1.04K ﹤0.01% 328
2024
Q4 		$8.78K Hold
97
– – ﹤0.01% 288
2024
Q3 		$9.52K Hold
97
– – ﹤0.01% 266
2024
Q2 		$8.81K Hold
97
– – ﹤0.01% 260
2024
Q1 		$9.21K Buy
+97
New +$8.3K ﹤0.01% 254

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CBIZ Investment Advisory Services's IR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 104 shares — an estimated $8.24K sold.

CBIZ Investment Advisory Services first reported a position in IR in Q1 2024 and held it in 8 quarters. The position peaked at $9.52K in Q3 2024. 902 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 104 Ingersoll Rand shares in Q1 2026, an estimated $8.24K.
  • CBIZ Investment Advisory Services first reported a position in Ingersoll Rand in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Ingersoll Rand position peaked at $9.52K in Q3 2024.
  • 902 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.