EP Wealth Advisors’s Ingersoll Rand IR Stock Holding History

EP Wealth Advisors’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	$300K	Buy	3,748 +945	+34%	+$83.5K	﹤0.01%	1166
2025 Q4	$222K	Buy	+2,803	New	+$221K	﹤0.01%	1327
2025 Q2	$434K	Sell	5,215 -703	-12%	-$55.4K	﹤0.01%	841
2025 Q1	$474K	Buy	5,918 +136	+2%	+$11.8K	﹤0.01%	727
2024 Q4	$523K	Buy	5,782 +221	+4%	+$22K	﹤0.01%	681
2024 Q3	$546K	Buy	+5,561	New	+$517K	﹤0.01%	662

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

EP Wealth Advisors's IR Position: Q1 2026 in Review

EP Wealth Advisors increased its Ingersoll Rand (IR) stake by 34% in Q1 2026, buying an estimated $83.5K and bringing the position to 3,748 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

EP Wealth Advisors first reported a position in IR in Q3 2024 and has held it in 6 quarters since. The position peaked at $546K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

EP Wealth Advisors held 3,748 shares of Ingersoll Rand worth $300K as of Q1 2026.
EP Wealth Advisors bought 945 Ingersoll Rand shares in Q1 2026, an estimated $83.5K.
Ingersoll Rand made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1166 holding.
EP Wealth Advisors first reported a position in Ingersoll Rand in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Ingersoll Rand position peaked at $546K in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.