Corient Private Wealth
IR icon

Corient Private Wealth’s Ingersoll Rand IR Stock Holding History

Corient Private Wealth’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 		$16.3M Sell
204,088
-212,559
-51% -$18.8M 0.02% 453
2025
Q4 		$32.9M Buy
416,647
+198,591
+91% +$15.7M 0.02% 451
2025
Q3 		$18M Sell
218,056
-11,039
-5% -$905K 0.03% 406
2025
Q2 		$19.1M Sell
229,095
-13,786
-6% -$1.09M 0.03% 396
2025
Q1 		$19.4M Sell
242,881
-7,548
-3% -$658K 0.03% 393
2024
Q4 		$22.7M Sell
250,429
-15,781
-6% -$1.57M 0.04% 372
2024
Q3 		$26.1M Buy
266,210
+5,543
+2% +$515K 0.04% 373
2024
Q2 		$23.7M Sell
260,667
-46
-0% -$4.23K 0.04% 357
2024
Q1 		$24.8M Buy
260,713
+6,448
+3% +$552K 0.04% 348
2023
Q4 		$19.7M Buy
254,265
+523
+0.2% +$35.8K 0.04% 389
2023
Q3 		$16.2M Buy
253,742
+953
+0.4% +$63.4K 0.04% 393
2023
Q2 		$16.5M Sell
252,789
-14,107
-5% -$834K 0.04% 383
2023
Q1 		$15.5M Buy
266,896
+253,065
+1,830% +$14.3M 0.04% 359
2022
Q4 		$723K Buy
+13,831
New +$706K ﹤0.01% 1021

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

Corient Private Wealth's IR Position: Q1 2026 in Review

Corient Private Wealth reduced its Ingersoll Rand (IR) stake by 51% in Q1 2026, selling an estimated $18.8M and leaving 204,088 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #453.

Corient Private Wealth first reported a position in IR in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.9M in Q4 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Corient Private Wealth held 204,088 shares of Ingersoll Rand worth $16.3M as of Q1 2026.
  • Corient Private Wealth sold 212,559 Ingersoll Rand shares in Q1 2026, an estimated $18.8M.
  • Ingersoll Rand made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #453 holding.
  • Corient Private Wealth first reported a position in Ingersoll Rand in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Ingersoll Rand position peaked at $32.9M in Q4 2025.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.