Concord Wealth Partners’s Ingersoll Rand IR Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-200	Closed	-$16.6K	–	859
2025 Q2	$16.6K	Buy	+200	New	+$15.8K	﹤0.01%	487
2024 Q2	–	Sell	-200	Closed	-$19K	–	883
2024 Q1	$19K	Buy	+200	New	+$17.1K	﹤0.01%	492
2023 Q4	–	Sell	-257	Closed	-$16.4K	–	920
2023 Q3	$16.4K	Sell	257 -100	-28%	-$6.65K	﹤0.01%	542
2023 Q2	$23.3K	Hold	357	–	–	0.01%	483
2023 Q1	$20.8K	Hold	357	–	–	0.01%	489
2022 Q4	$18.7K	Buy	+357	New	+$18.2K	0.01%	537
2022 Q3	–	Sell	-57	Closed	-$2K	–	632
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	1030
2022 Q1	$3K	Hold	57	–	–	﹤0.01%	1021
2021 Q4	$4K	Hold	57	–	–	﹤0.01%	990
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	689
2021 Q2	$3K	Sell	57 -2	-3%	-$98	﹤0.01%	821
2021 Q1	$3K	Buy	+59	New	+$2.73K	﹤0.01%	760

Other funds holding IR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concord Wealth Partners's IR Position: Q3 2025 in Review

Concord Wealth Partners sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 200 shares — an estimated $16.6K sold.

Concord Wealth Partners first reported a position in IR in Q1 2021 and held it in 12 quarters. The position peaked at $23.3K in Q2 2023. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

Concord Wealth Partners reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 200 Ingersoll Rand shares in Q3 2025, an estimated $16.6K.
Concord Wealth Partners first reported a position in Ingersoll Rand in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's Ingersoll Rand position peaked at $23.3K in Q2 2023.
880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.