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Centricity Wealth Management’s Ingersoll Rand IR Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$4.24K Hold
51
– – ﹤0.01% 385
2025
Q1 		$4.08K Hold
51
– – ﹤0.01% 387
2024
Q4 		$4.61K Buy
+51
New +$5.08K ﹤0.01% 392

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Centricity Wealth Management's IR Position: Q2 2025 in Review

Centricity Wealth Management held its Ingersoll Rand (IR) position steady in Q2 2025 at 51 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Centricity Wealth Management first reported a position in IR in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.61K in Q4 2024. 867 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Centricity Wealth Management held 51 shares of Ingersoll Rand worth $4.24K as of Q2 2025.
  • Centricity Wealth Management left its Ingersoll Rand share count unchanged in Q2 2025.
  • Ingersoll Rand made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #385 holding.
  • Centricity Wealth Management first reported a position in Ingersoll Rand in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Ingersoll Rand position peaked at $4.61K in Q4 2024.
  • 867 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.