Creative Planning
IR icon

Creative Planning’s Ingersoll Rand IR Stock Holding History

Creative Planning’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 		$9.02M Sell
109,961
-3,705
-3% -$287K 0.01% 961
2026
Q1 		$9.11M Buy
113,666
+13,670
+14% +$1.21M 0.01% 750
2025
Q4 		$7.92M Buy
99,996
+3,064
+3% +$242K 0.01% 724
2025
Q3 		$8.01M Buy
96,932
+2,442
+3% +$200K 0.01% 656
2025
Q2 		$7.86M Buy
94,490
+10,057
+12% +$793K 0.01% 593
2025
Q1 		$6.76M Buy
84,433
+10,023
+13% +$873K 0.01% 610
2024
Q4 		$6.73M Sell
74,410
-35,551
-32% -$3.54M 0.01% 571
2024
Q3 		$10.8M Buy
109,961
+43,801
+66% +$4.07M 0.01% 419
2024
Q2 		$6.01M Buy
66,160
+5,458
+9% +$502K 0.01% 557
2024
Q1 		$5.76M Buy
60,702
+4,759
+9% +$407K 0.01% 566
2023
Q4 		$4.33M Buy
55,943
+17,909
+47% +$1.22M 0.01% 605
2023
Q3 		$2.42M Buy
38,034
+11,590
+44% +$771K ﹤0.01% 780
2023
Q2 		$1.73M Buy
26,444
+2,468
+10% +$146K ﹤0.01% 888
2023
Q1 		$1.39M Buy
23,976
+1,597
+7% +$90K ﹤0.01% 920
2022
Q4 		$1.17M Buy
22,379
+1,955
+10% +$99.8K ﹤0.01% 964
2022
Q3 		$884K Buy
20,424
+2,636
+15% +$124K ﹤0.01% 1013
2022
Q2 		$749K Buy
17,788
+561
+3% +$25.5K ﹤0.01% 1099
2022
Q1 		$867K Buy
17,227
+1,324
+8% +$70.9K ﹤0.01% 1054
2021
Q4 		$984K Buy
15,903
+770
+5% +$43.8K ﹤0.01% 967
2021
Q3 		$763K Sell
15,133
-3,341
-18% -$170K ﹤0.01% 1077
2021
Q2 		$902K Sell
18,474
-793
-4% -$38.9K ﹤0.01% 979
2021
Q1 		$948K Buy
19,267
+1,054
+6% +$48.8K ﹤0.01% 1056
2020
Q4 		$830K Sell
18,213
-2,371
-12% -$98.1K ﹤0.01% 1043
2020
Q3 		$733K Buy
20,584
+938
+5% +$31.4K ﹤0.01% 944
2020
Q2 		$552K Buy
19,646
+2,514
+15% +$71K ﹤0.01% 980
2020
Q1 		$425K Buy
+17,132
New +$544K ﹤0.01% 1032

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

Creative Planning's IR Position: Q2 2026 in Review

Creative Planning reduced its Ingersoll Rand (IR) stake by 3.3% in Q2 2026, selling an estimated $287K and leaving 109,961 shares worth $9.02M. The position accounts for 0.01% of the portfolio, ranked #961.

Creative Planning first reported a position in IR in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.8M in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Creative Planning held 109,961 shares of Ingersoll Rand worth $9.02M as of Q2 2026.
  • Creative Planning sold 3,705 Ingersoll Rand shares in Q2 2026, an estimated $287K.
  • Ingersoll Rand made up 0.01% of Creative Planning's portfolio in Q2 2026, its #961 holding.
  • Creative Planning first reported a position in Ingersoll Rand in Q1 2020 and has held it in 26 quarters since.
  • Creative Planning's Ingersoll Rand position peaked at $10.8M in Q3 2024.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.