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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
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% +$9.61K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cornerstone Planning Group's IR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Ingersoll Rand (IR) stake by 10% in Q2 2026, selling an estimated $1.55K and leaving 177 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Cornerstone Planning Group first reported a position in IR in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.9K in Q1 2026. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Cornerstone Planning Group held 177 shares of Ingersoll Rand worth $14.8K as of Q2 2026.
  • Cornerstone Planning Group sold 20 Ingersoll Rand shares in Q2 2026, an estimated $1.55K.
  • Ingersoll Rand made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #771 holding.
  • Cornerstone Planning Group first reported a position in Ingersoll Rand in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Ingersoll Rand position peaked at $14.9K in Q1 2026.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.