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 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%	-$2.65K	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%	+$5.79K	﹤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

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's IR Position: Q1 2026 in Review

Ellevest Inc reduced its Ingersoll Rand (IR) stake by 4.6% in Q1 2026, selling an estimated $18.4K and leaving 4,355 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #297.

Ellevest Inc first reported a position in IR in Q2 2021 and has held it in 10 quarters since. The position peaked at $361K in Q4 2025. 897 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Ellevest Inc held 4,355 shares of Ingersoll Rand worth $349K as of Q1 2026.
Ellevest Inc sold 208 Ingersoll Rand shares in Q1 2026, an estimated $18.4K.
Ingersoll Rand made up 0.05% of Ellevest Inc's portfolio in Q1 2026, its #297 holding.
Ellevest Inc first reported a position in Ingersoll Rand in Q2 2021 and has held it in 10 quarters since.
Ellevest Inc's Ingersoll Rand position peaked at $361K in Q4 2025.
897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.