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Cornerstone Planning Group’s Ingersoll Rand IR Stock Holding History

Cornerstone Planning Group’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 		$14.9K Buy
197
+41
+26% +$3.62K ﹤0.01% 775
2025
Q4 		$13.3K Buy
156
+15
+11% +$1.18K ﹤0.01% 713
2025
Q3 		$11.1K Buy
141
+1
+0.7% +$82 ﹤0.01% 747
2025
Q2 		$10.9K Buy
140
+122
+678% +$9.61K ﹤0.01% 536
2025
Q1 		$1.32K Buy
18
+8
+80% +$697 ﹤0.01% 1073
2024
Q4 		$919 Buy
10
+2
+25% +$199 ﹤0.01% 971
2024
Q3 		$778 Sell
8
-5
-38% -$465 ﹤0.01% 996
2024
Q2 		$1.13K Buy
+13
New +$1.2K ﹤0.01% 911
2024
Q1 		– Sell
-8
Closed -$619 – 1151
2023
Q4 		$619 Hold
8
– – ﹤0.01% 760
2023
Q3 		$510 Hold
8
– – ﹤0.01% 889
2023
Q2 		$523 Buy
+8
New +$473 ﹤0.01% 1455
2022
Q4 		$1.89K Buy
+35
New +$1.79K ﹤0.01% 1210

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

Cornerstone Planning Group's IR Position: Q1 2026 in Review

Cornerstone Planning Group increased its Ingersoll Rand (IR) stake by 26% in Q1 2026, buying an estimated $3.62K and bringing the position to 197 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Cornerstone Planning Group first reported a position in IR in Q4 2022 and has held it in 12 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Cornerstone Planning Group held 197 shares of Ingersoll Rand worth $14.9K as of Q1 2026.
  • Cornerstone Planning Group bought 41 Ingersoll Rand shares in Q1 2026, an estimated $3.62K.
  • Ingersoll Rand made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #775 holding.
  • Cornerstone Planning Group first reported a position in Ingersoll Rand in Q4 2022 and has held it in 12 quarters since.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.