DAS
IR icon

Dynamic Advisor Solutions’s Ingersoll Rand IR Stock Holding History

Dynamic Advisor Solutions’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
2025
Q4 		– Sell
-3,572
Closed -$295K – 970
2025
Q3 		$295K Sell
3,572
-8,631
-71% -$707K 0.01% 783
2025
Q2 		$1.02M Buy
12,203
+380
+3% +$29.9K 0.03% 455
2025
Q1 		$946K Buy
11,823
+1,948
+20% +$170K 0.03% 433
2024
Q4 		$893K Sell
9,875
-799
-7% -$79.5K 0.04% 335
2024
Q3 		$1.05M Buy
10,674
+6,581
+161% +$612K 0.03% 435
2024
Q2 		$372K Sell
4,093
-89
-2% -$8.18K 0.01% 702
2024
Q1 		$397K Buy
4,182
+283
+7% +$24.2K 0.01% 666
2023
Q4 		$292K Buy
3,899
+504
+15% +$34.5K 0.01% 726
2023
Q3 		$216K Buy
+3,395
New +$226K 0.01% 762

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynamic Advisor Solutions's IR Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 3,572 shares — an estimated $295K sold.

Dynamic Advisor Solutions first reported a position in IR in Q3 2023 and held it in 9 quarters. The position peaked at $1.05M in Q3 2024. 891 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,572 Ingersoll Rand shares in Q4 2025, an estimated $295K.
  • Dynamic Advisor Solutions first reported a position in Ingersoll Rand in Q3 2023 and held it in 9 quarters.
  • Dynamic Advisor Solutions's Ingersoll Rand position peaked at $1.05M in Q3 2024.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.