Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Ingersoll Rand IR Stock Holding History

Envestnet Portfolio 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
Q3 		– Sell
-2,703
Closed -$225K – 1517
2025
Q2 		$225K Buy
2,703
+59
+2% +$4.65K ﹤0.01% 1458
2025
Q1 		$212K Sell
2,644
-8,395
-76% -$731K ﹤0.01% 1479
2024
Q4 		$999K Buy
11,039
+442
+4% +$44K ﹤0.01% 927
2024
Q3 		$1.04M Buy
10,597
+3,684
+53% +$342K ﹤0.01% 878
2024
Q2 		$628K Buy
6,913
+645
+10% +$59.3K ﹤0.01% 1039
2024
Q1 		$595K Buy
6,268
+328
+6% +$28.1K ﹤0.01% 1043
2023
Q4 		$459K Sell
5,940
-522
-8% -$35.7K ﹤0.01% 1089
2023
Q3 		$412K Buy
+6,462
New +$430K ﹤0.01% 1067

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

Envestnet Portfolio Solutions's IR Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 2,703 shares — an estimated $225K sold.

Envestnet Portfolio Solutions first reported a position in IR in Q3 2023 and held it in 8 quarters. The position peaked at $1.04M in Q3 2024. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,703 Ingersoll Rand shares in Q3 2025, an estimated $225K.
  • Envestnet Portfolio Solutions first reported a position in Ingersoll Rand in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Ingersoll Rand position peaked at $1.04M in Q3 2024.
  • 880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.