Fiduciary Group’s Ingersoll Rand IR Stock Holding History

Fiduciary Group’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 Q2	$202K	Buy	+2,467	New	+$191K	0.02%	298
2025 Q4	–	Sell	-2,467	Closed	-$204K	–	300
2025 Q3	$204K	Buy	+2,467	New	+$202K	0.02%	282
2024 Q4	–	Sell	-3,099	Closed	-$304K	–	274
2024 Q3	$304K	Hold	3,099	–	–	0.03%	234
2024 Q2	$282K	Sell	3,099 -100	-3%	-$9.19K	0.03%	234
2024 Q1	$304K	Hold	3,199	–	–	0.03%	226
2023 Q4	$247K	Hold	3,199	–	–	0.03%	235
2023 Q3	$204K	Hold	3,199	–	–	0.03%	232
2023 Q2	$209K	Buy	+3,199	New	+$189K	0.03%	231

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Group's IR Position: Q2 2026 in Review

Fiduciary Group opened a new position in Ingersoll Rand (IR) in Q2 2026: 2,467 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings. This is a return to the name: Fiduciary Group previously reported a position in IR as recently as Q3 2025.

Fiduciary Group first reported a position in IR in Q2 2023 and has held it in 8 quarters since. The position peaked at $304K in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Fiduciary Group held 2,467 shares of Ingersoll Rand worth $202K as of Q2 2026.
Ingersoll Rand was a new Fiduciary Group position in Q2 2026.
Ingersoll Rand made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #298 holding.
Fiduciary Group first reported a position in Ingersoll Rand in Q2 2023 and has held it in 8 quarters since.
Fiduciary Group's Ingersoll Rand position peaked at $304K in Q3 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.