D.L. Carlson Investment Group’s Ingersoll Rand IR Stock Holding History

D.L. Carlson Investment 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 Q1	$647K	Sell	8,075 -6,983	-46%	-$617K	0.11%	96
2025 Q4	$1.19M	Sell	15,058 -2,318	-13%	-$183K	0.2%	82
2025 Q3	$1.44M	Sell	17,376 -603	-3%	-$49.4K	0.24%	83
2025 Q2	$1.5M	Sell	17,979 -5,535	-24%	-$436K	0.27%	83
2025 Q1	$1.88M	Sell	23,514 -20,356	-46%	-$1.77M	0.36%	80
2024 Q4	$3.97M	Sell	43,870 -739	-2%	-$73.6K	0.71%	44
2024 Q3	$4.38M	Sell	44,609 -214	-0.5%	-$19.9K	0.79%	34
2024 Q2	$4.07M	Sell	44,823 -15,923	-26%	-$1.46M	0.79%	34
2024 Q1	$5.77M	Sell	60,746 -1,143	-2%	-$97.8K	1.13%	22
2023 Q4	$5.43M	Sell	61,889 -15,434	-20%	-$1.06M	1.11%	23
2023 Q3	$4.93M	Sell	77,323 -709	-0.9%	-$47.2K	0.99%	31
2023 Q2	$5.1M	Buy	+78,032	New	+$4.61M	0.97%	32

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

D.L. Carlson Investment Group's IR Position: Q1 2026 in Review

D.L. Carlson Investment Group reduced its Ingersoll Rand (IR) stake by 46% in Q1 2026, selling an estimated $617K and leaving 8,075 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #96.

D.L. Carlson Investment Group first reported a position in IR in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.77M in Q1 2024. 900 funds tracked by Wall St. Rank hold IR as of Q1 2026.

D.L. Carlson Investment Group held 8,075 shares of Ingersoll Rand worth $647K as of Q1 2026.
D.L. Carlson Investment Group sold 6,983 Ingersoll Rand shares in Q1 2026, an estimated $617K.
Ingersoll Rand made up 0.11% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #96 holding.
D.L. Carlson Investment Group first reported a position in Ingersoll Rand in Q2 2023 and has held it in 12 quarters since.
D.L. Carlson Investment Group's Ingersoll Rand position peaked at $5.77M in Q1 2024.
900 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.