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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
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

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Group's IR Position: Q4 2025 in Review

Fiduciary Group sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 2,467 shares — an estimated $204K sold.

Fiduciary Group first reported a position in IR in Q2 2023 and held it in 7 quarters. The position peaked at $304K in Q3 2024. 889 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Fiduciary Group reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Group sold 2,467 Ingersoll Rand shares in Q4 2025, an estimated $204K.
  • Fiduciary Group first reported a position in Ingersoll Rand in Q2 2023 and held it in 7 quarters.
  • Fiduciary Group's Ingersoll Rand position peaked at $304K in Q3 2024.
  • 889 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Fiduciary Group's 13F filing for Q4 2025, filed 12 Feb 2026.