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
2020
Q4 		– Sell
-300
Closed -$3K – 2408
2020
Q3 		$3K Hold
300
– – ﹤0.01% 2070
2020
Q2 		$2K Buy
+300
New +$8.47K ﹤0.01% 1953

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.