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Compass Wealth Management’s Ingersoll Rand IR Stock Holding History

Compass 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 		– Sell
-355
Closed -$28.4K – 272
2025
Q1 		$28.4K Buy
355
+137
+63% +$11.9K 0.01% 303
2024
Q4 		$19.7K Hold
218
– – ﹤0.01% 322
2024
Q3 		$21.4K Sell
218
-310
-59% -$28.8K 0.01% 319
2024
Q2 		$48K Buy
528
+440
+500% +$40.4K 0.01% 251
2024
Q1 		$8.36K Hold
88
– – ﹤0.01% 356
2023
Q4 		$6.81K Sell
88
-529
-86% -$36.2K ﹤0.01% 353
2023
Q3 		$39.3K Hold
617
– – 0.01% 251
2023
Q2 		$40.3K Hold
617
– – 0.01% 261
2023
Q1 		$35.9K Hold
617
– – 0.01% 273
2022
Q4 		$32.2K Buy
+617
New +$31.5K 0.01% 277

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Compass Wealth Management sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 355 shares — an estimated $28.4K sold.

Compass Wealth Management first reported a position in IR in Q4 2022 and held it in 10 quarters. The position peaked at $48K in Q2 2024. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Compass Wealth Management reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 355 Ingersoll Rand shares in Q2 2025, an estimated $28.4K.
  • Compass Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Ingersoll Rand position peaked at $48K in Q2 2024.
  • 868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.