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 Q3	–	Sell	-177	Closed	-$14.8K	–	922
2026 Q2	$14.8K	Sell	177 -20	-10%	-$1.55K	﹤0.01%	771
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%	+$9.6K	﹤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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

Cornerstone Planning Group's IR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Ingersoll Rand (IR) in Q3 2026, closing a stake of 177 shares — an estimated $14.8K sold.

Cornerstone Planning Group first reported a position in IR in Q4 2022 and held it in 13 quarters. The position peaked at $14.9K in Q1 2026. 159 funds tracked by Wall St. Rank hold IR as of Q3 2026.

Cornerstone Planning Group reported no remaining Ingersoll Rand position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 177 Ingersoll Rand shares in Q3 2026, an estimated $14.8K.
Cornerstone Planning Group first reported a position in Ingersoll Rand in Q4 2022 and held it in 13 quarters.
Cornerstone Planning Group's Ingersoll Rand position peaked at $14.9K in Q1 2026.
159 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.