Ellevest Inc’s Ingersoll Rand IR Stock Holding History

Ellevest Inc’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	$255K	Buy	3,390 +64	+2%	+$5.1K	0.03%	379
2026 Q2	$273K	Sell	3,326 -1,029	-24%	-$79.6K	0.03%	381
2026 Q1	$349K	Sell	4,355 -208	-5%	-$18.4K	0.05%	297
2025 Q4	$361K	Buy	+4,563	New	+$360K	0.05%	289
2023 Q2	–	Sell	-1,777	Closed	-$103K	–	969
2023 Q1	$103K	Buy	1,777 +124	+8%	+$6.99K	0.01%	439
2022 Q4	$86.4K	Sell	1,653 -52	-3%	-$2.66K	0.01%	479
2022 Q3	$74K	Buy	1,705 +339	+25%	+$16K	0.01%	478
2022 Q2	$57K	Buy	1,366 +517	+61%	+$23.5K	0.01%	534
2022 Q1	$43K	Buy	849 +108	+15%	+$5.78K	﹤0.01%	565
2021 Q4	$46K	Buy	741 +6	+0.8%	+$342	﹤0.01%	533
2021 Q3	$37K	Buy	735 +80	+12%	+$4.07K	﹤0.01%	539
2021 Q2	$32K	Buy	+655	New	+$32.1K	﹤0.01%	556

Other funds holding IR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Ellevest Inc's IR Position: Q3 2026 in Review

Ellevest Inc increased its Ingersoll Rand (IR) stake by 1.9% in Q3 2026, buying an estimated $5.1K and bringing the position to 3,390 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #379.

Ellevest Inc first reported a position in IR in Q2 2021 and has held it in 12 quarters since. The position peaked at $361K in Q4 2025. 551 funds tracked by Wall St. Rank hold IR as of Q3 2026.

Ellevest Inc held 3,390 shares of Ingersoll Rand worth $255K as of Q3 2026.
Ellevest Inc bought 64 Ingersoll Rand shares in Q3 2026, an estimated $5.1K.
Ingersoll Rand made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #379 holding.
Ellevest Inc first reported a position in Ingersoll Rand in Q2 2021 and has held it in 12 quarters since.
Ellevest Inc's Ingersoll Rand position peaked at $361K in Q4 2025.
551 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.