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Coldstream Capital Management’s Ingersoll Rand IR Stock Holding History

Coldstream Capital 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
2026
Q1 		$1.08M Buy
13,432
+888
+7% +$78.4K 0.01% 457
2025
Q4 		$994K Sell
12,544
-2,789
-18% -$220K 0.01% 456
2025
Q3 		$1.27M Buy
15,333
+3,591
+31% +$294K 0.02% 407
2025
Q2 		$977K Buy
11,742
+4,267
+57% +$336K 0.02% 429
2025
Q1 		$598K Sell
7,475
-54
-0.7% -$4.71K 0.01% 529
2024
Q4 		$681K Sell
7,529
-72
-0.9% -$7.17K 0.01% 489
2024
Q3 		$750K Buy
7,601
+639
+9% +$59.4K 0.02% 467
2024
Q2 		$632K Buy
6,962
+196
+3% +$18K 0.02% 462
2024
Q1 		$642K Buy
6,766
+25
+0.4% +$2.14K 0.02% 463
2023
Q4 		$521K Buy
6,741
+1,363
+25% +$93.2K 0.01% 486
2023
Q3 		$343K Sell
5,378
-397
-7% -$26.4K 0.01% 564
2023
Q2 		$377K Sell
5,775
-733
-11% -$43.3K 0.01% 554
2023
Q1 		$379K Sell
6,508
-753
-10% -$42.4K 0.01% 546
2022
Q4 		$379K Buy
+7,261
New +$371K 0.01% 519
2022
Q2 		$249K Buy
5,916
+1,943
+49% +$88.4K 0.01% 636
2022
Q1 		$200K Sell
3,973
-2,667
-40% -$143K 0.01% 757
2021
Q4 		$411K Buy
+6,640
New +$378K 0.01% 490
2021
Q3 		– Sell
-4,967
Closed -$243K – 476
2021
Q2 		$243K Sell
4,967
-25
-0.5% -$1.23K 0.01% 452
2021
Q1 		$246K Sell
4,992
-18
-0.4% -$833 0.01% 371
2020
Q4 		$228K Buy
+5,010
New +$207K 0.01% 355

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
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 $3.37T AUM 44.26% 1-Year Est. Return

Coldstream Capital Management's IR Position: Q1 2026 in Review

Coldstream Capital Management increased its Ingersoll Rand (IR) stake by 7.1% in Q1 2026, buying an estimated $78.4K and bringing the position to 13,432 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #457.

Coldstream Capital Management first reported a position in IR in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.27M in Q3 2025. 900 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Coldstream Capital Management held 13,432 shares of Ingersoll Rand worth $1.08M as of Q1 2026.
  • Coldstream Capital Management bought 888 Ingersoll Rand shares in Q1 2026, an estimated $78.4K.
  • Ingersoll Rand made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #457 holding.
  • Coldstream Capital Management first reported a position in Ingersoll Rand in Q4 2020 and has held it in 20 quarters since.
  • Coldstream Capital Management's Ingersoll Rand position peaked at $1.27M in Q3 2025.
  • 900 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.