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Essex Financial Services’s Ingersoll Rand IR Stock Holding History

Essex Financial Services’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 		$257K Sell
3,211
-1,205
-27% -$106K 0.01% 661
2025
Q4 		$350K Buy
4,416
+645
+17% +$50.9K 0.02% 555
2025
Q3 		$312K Buy
3,771
+805
+27% +$66K 0.02% 571
2025
Q2 		$247K Buy
2,966
+36
+1% +$2.84K 0.02% 601
2025
Q1 		$235K Buy
2,930
+242
+9% +$21.1K 0.02% 558
2024
Q4 		$243K Buy
2,688
+552
+26% +$55K 0.02% 545
2024
Q3 		$210K Buy
+2,136
New +$199K 0.02% 586

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Essex Financial Services's IR Position: Q1 2026 in Review

Essex Financial Services reduced its Ingersoll Rand (IR) stake by 27% in Q1 2026, selling an estimated $106K and leaving 3,211 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #661.

Essex Financial Services first reported a position in IR in Q3 2024 and has held it in 7 quarters since. The position peaked at $350K in Q4 2025. 897 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Essex Financial Services held 3,211 shares of Ingersoll Rand worth $257K as of Q1 2026.
  • Essex Financial Services sold 1,205 Ingersoll Rand shares in Q1 2026, an estimated $106K.
  • Ingersoll Rand made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #661 holding.
  • Essex Financial Services first reported a position in Ingersoll Rand in Q3 2024 and has held it in 7 quarters since.
  • Essex Financial Services's Ingersoll Rand position peaked at $350K in Q4 2025.
  • 897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.