Clifford Swan Investment Counsel’s Ingersoll Rand IR Stock Holding History

Clifford Swan Investment Counsel’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 Q2	$621K	Sell	7,580 -20	-0.3%	-$1.55K	0.02%	207
2026 Q1	$609K	Sell	7,600 -3,176	-29%	-$281K	0.02%	197
2025 Q4	$854K	Hold	10,776	–	–	0.03%	181
2025 Q3	$890K	Hold	10,776	–	–	0.03%	185
2025 Q2	$896K	Hold	10,776	–	–	0.03%	182
2025 Q1	$862K	Hold	10,776	–	–	0.03%	180
2024 Q4	$975K	Hold	10,776	–	–	0.04%	175
2024 Q3	$1.06M	Hold	10,776	–	–	0.04%	179
2024 Q2	$979K	Sell	10,776 -58	-0.5%	-$5.33K	0.04%	176
2024 Q1	$1.03M	Sell	10,834 -494	-4%	-$42.3K	0.04%	174
2023 Q4	$876K	Sell	11,328 -548	-5%	-$37.5K	0.03%	181
2023 Q3	$757K	Sell	11,876 -263	-2%	-$17.5K	0.03%	185
2023 Q2	$793K	Sell	12,139 -35	-0.3%	-$2.07K	0.03%	184
2023 Q1	$708K	Sell	12,174 -926	-7%	-$52.2K	0.03%	185
2022 Q4	$684K	Hold	13,100	–	–	0.03%	186
2022 Q3	$567K	Sell	13,100 -147	-1%	-$6.92K	0.03%	203
2022 Q2	$557K	Hold	13,247	–	–	0.02%	212
2022 Q1	$667K	Sell	13,247 -365	-3%	-$19.6K	0.02%	208
2021 Q4	$842K	Sell	13,612 -13	-0.1%	-$740	0.03%	199
2021 Q3	$742K	Sell	13,625 -13	-0.1%	-$662	0.03%	208
2021 Q2	$686K	Hold	13,638	–	–	0.03%	209
2021 Q1	$671K	Sell	13,638 -60	-0.4%	-$2.78K	0.03%	206
2020 Q4	$624K	Sell	13,698 -167	-1%	-$6.91K	0.03%	210
2020 Q3	$494K	Sell	13,865 -645	-4%	-$21.6K	0.02%	215
2020 Q2	$408K	Buy	14,510 +1,961	+16%	+$55.4K	0.02%	224
2020 Q1	$311K	Buy	+12,549	New	+$399K	0.02%	234

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clifford Swan Investment Counsel's IR Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Ingersoll Rand (IR) stake by 0.26% in Q2 2026, selling an estimated $1.55K and leaving 7,580 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #207.

Clifford Swan Investment Counsel first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.06M in Q3 2024. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Clifford Swan Investment Counsel held 7,580 shares of Ingersoll Rand worth $621K as of Q2 2026.
Clifford Swan Investment Counsel sold 20 Ingersoll Rand shares in Q2 2026, an estimated $1.55K.
Ingersoll Rand made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #207 holding.
Clifford Swan Investment Counsel first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
Clifford Swan Investment Counsel's Ingersoll Rand position peaked at $1.06M in Q3 2024.
892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.