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Consilium Wealth Advisory’s Ingersoll Rand IR Stock Holding History

Consilium Wealth Advisory’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 		$361K Sell
4,502
-117
-3% -$10.3K 0.12% 85
2025
Q4 		$366K Sell
4,619
-12,084
-72% -$954K 0.14% 76
2025
Q3 		$1.38M Sell
16,703
-258
-2% -$21.1K 0.53% 33
2025
Q2 		$1.41M Buy
16,961
+186
+1% +$14.7K 0.6% 31
2025
Q1 		$1.34M Buy
16,775
+2,650
+19% +$231K 0.67% 35
2024
Q4 		$1.28M Sell
14,125
-3,941
-22% -$392K 0.61% 35
2024
Q3 		$1.77M Buy
18,066
+3,666
+25% +$341K 0.97% 24
2024
Q2 		$1.31M Sell
14,400
-371
-3% -$34.1K 0.71% 29
2024
Q1 		$1.4M Sell
14,771
-93
-0.6% -$7.96K 0.79% 29
2023
Q4 		$1.15M Buy
14,864
+2,210
+17% +$151K 0.69% 26
2023
Q3 		$806K Buy
12,654
+1,303
+11% +$86.7K 0.56% 32
2023
Q2 		$742K Buy
11,351
+1,138
+11% +$67.3K 0.51% 35
2023
Q1 		$594K Sell
10,213
-3,273
-24% -$185K 0.51% 37
2022
Q4 		$705K Buy
13,486
+752
+6% +$38.4K 0.6% 37
2022
Q3 		$551K Buy
12,734
+2,124
+20% +$100K 0.61% 39
2022
Q2 		$446K Sell
10,610
-6,514
-38% -$297K 0.48% 53
2022
Q1 		$862K Sell
17,124
-27
-0.2% -$1.45K 0.62% 39
2021
Q4 		$1.06M Buy
+17,151
New +$977K 0.69% 33

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Consilium Wealth Advisory's IR Position: Q1 2026 in Review

Consilium Wealth Advisory reduced its Ingersoll Rand (IR) stake by 2.5% in Q1 2026, selling an estimated $10.3K and leaving 4,502 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #85.

Consilium Wealth Advisory first reported a position in IR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.77M in Q3 2024. 898 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Consilium Wealth Advisory held 4,502 shares of Ingersoll Rand worth $361K as of Q1 2026.
  • Consilium Wealth Advisory sold 117 Ingersoll Rand shares in Q1 2026, an estimated $10.3K.
  • Ingersoll Rand made up 0.12% of Consilium Wealth Advisory's portfolio in Q1 2026, its #85 holding.
  • Consilium Wealth Advisory first reported a position in Ingersoll Rand in Q4 2021 and has held it in 18 quarters since.
  • Consilium Wealth Advisory's Ingersoll Rand position peaked at $1.77M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.