CreativeOne Wealth’s Ingersoll Rand IR Stock Holding History

CreativeOne Wealth’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	$265K	Buy	+3,305	New	+$292K	0.01%	1024
2025 Q4	–	Sell	-4,400	Closed	-$364K	–	1228
2025 Q3	$364K	Sell	4,400 -607	-12%	-$49.8K	0.01%	875
2025 Q2	$416K	Sell	5,007 -817	-14%	-$64.4K	0.01%	800
2025 Q1	$466K	Buy	5,824 +1,637	+39%	+$143K	0.01%	708
2024 Q4	$379K	Buy	4,187 +1,443	+53%	+$144K	0.01%	790
2024 Q3	$269K	Sell	2,744 -4,721	-63%	-$439K	0.01%	806
2024 Q2	$678K	Sell	7,465 -1,501	-17%	-$138K	0.03%	408
2024 Q1	$851K	Buy	8,966 +3,078	+52%	+$263K	0.03%	417
2023 Q4	$455K	Buy	5,888 +1,055	+22%	+$72.1K	0.03%	393
2023 Q3	$308K	Buy	+4,833	New	+$322K	0.02%	439

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CreativeOne Wealth's IR Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in Ingersoll Rand (IR) in Q1 2026: 3,305 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in IR as recently as Q3 2025.

CreativeOne Wealth first reported a position in IR in Q3 2023 and has held it in 10 quarters since. The position peaked at $851K in Q1 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

CreativeOne Wealth held 3,305 shares of Ingersoll Rand worth $265K as of Q1 2026.
Ingersoll Rand was a new CreativeOne Wealth position in Q1 2026.
Ingersoll Rand made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1024 holding.
CreativeOne Wealth first reported a position in Ingersoll Rand in Q3 2023 and has held it in 10 quarters since.
CreativeOne Wealth's Ingersoll Rand position peaked at $851K in Q1 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.