CX Institutional
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CX Institutional’s Ingersoll Rand IR Stock Holding History

CX Institutional’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 		$230K Sell
3,057
-70
-2% -$5.57K 0.01% 710
2026
Q2 		$256K Sell
3,127
-736
-19% -$56.9K 0.01% 681
2026
Q1 		$310K Sell
3,863
-332
-8% -$29.3K 0.01% 592
2025
Q4 		$332K Buy
4,195
+580
+16% +$45.8K 0.01% 542
2025
Q3 		$299K Buy
3,615
+550
+18% +$45.1K 0.01% 571
2025
Q2 		$255K Buy
3,065
+99
+3% +$7.8K 0.01% 550
2025
Q1 		$237K Buy
2,966
+226
+8% +$19.7K 0.01% 540
2024
Q4 		$248K Buy
2,740
+171
+7% +$17K 0.01% 474
2024
Q3 		$252K Buy
2,569
+26
+1% +$2.42K 0.01% 500
2024
Q2 		$231K Sell
2,543
-21
-0.8% -$1.93K 0.01% 508
2024
Q1 		$243K Buy
+2,564
New +$219K 0.01% 499
2022
Q3 		– Sell
-343
Closed -$14K – 800
2022
Q2 		$14K Buy
+343
New +$15.6K ﹤0.01% 899
2021
Q4 		– Sell
-733
Closed -$37K – 623
2021
Q3 		$37K Buy
733
+147
+25% +$7.48K ﹤0.01% 639
2021
Q2 		$29K Buy
586
+75
+15% +$3.68K ﹤0.01% 668
2021
Q1 		$25K Sell
511
-1,495
-75% -$69.2K ﹤0.01% 627
2020
Q4 		$91K Buy
2,006
+1,694
+543% +$70.1K 0.01% 375
2020
Q3 		$11K Buy
312
+212
+212% +$7.1K ﹤0.01% 652
2020
Q2 		$3K Sell
100
-31
-24% -$876 ﹤0.01% 716
2020
Q1 		$3K Buy
+131
New +$4.16K ﹤0.01% 616

Other funds holding IR

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional's IR Position: Q3 2026 in Review

CX Institutional reduced its Ingersoll Rand (IR) stake by 2.2% in Q3 2026, selling an estimated $5.57K and leaving 3,057 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #710.

CX Institutional first reported a position in IR in Q1 2020 and has held it in 19 quarters since. The position peaked at $332K in Q4 2025. 177 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • CX Institutional held 3,057 shares of Ingersoll Rand worth $230K as of Q3 2026.
  • CX Institutional sold 70 Ingersoll Rand shares in Q3 2026, an estimated $5.57K.
  • Ingersoll Rand made up 0.01% of CX Institutional's portfolio in Q3 2026, its #710 holding.
  • CX Institutional first reported a position in Ingersoll Rand in Q1 2020 and has held it in 19 quarters since.
  • CX Institutional's Ingersoll Rand position peaked at $332K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.