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Elevation Wealth Partners’s Ingersoll Rand IR Stock Holding History

Elevation Wealth Partners’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
Q3 		– Hold
0
– – – 866
2025
Q2 		– Hold
0
– – – 477
2025
Q1 		– Hold
0
– – – 487
2024
Q4 		– Hold
0
– – – 491
2024
Q3 		– Hold
0
– – – 468
2024
Q2 		– Hold
0
– – – 501
2024
Q1 		– Sell
-176
Closed -$15.1K – 468
2023
Q4 		$11.2K Hold
176
– – 0.01% 320
2023
Q3 		$11.2K Hold
176
– – 0.01% 236
2023
Q2 		$11.5K Hold
176
– – 0.01% 241
2023
Q1 		$10.2K Buy
+176
New +$9.92K 0.01% 261

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elevation Wealth Partners's IR Position: Q3 2025 in Review

Elevation Wealth Partners held its Ingersoll Rand (IR) position steady in Q3 2025 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Elevation Wealth Partners first reported a position in IR in Q1 2023 and has held it in 4 quarters since. The position peaked at $11.5K in Q2 2023. 881 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • Elevation Wealth Partners held 0 shares of Ingersoll Rand worth $12 as of Q3 2025.
  • Elevation Wealth Partners left its Ingersoll Rand share count unchanged in Q3 2025.
  • Ingersoll Rand made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2025, its #866 holding.
  • Elevation Wealth Partners first reported a position in Ingersoll Rand in Q1 2023 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Ingersoll Rand position peaked at $11.5K in Q2 2023.
  • 881 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Elevation Wealth Partners's 13F filing for Q3 2025, filed 6 Oct 2025.