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FRG Family Wealth Advisors’s Ingersoll Rand IR Stock Holding History

FRG Family 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 		$539K Buy
6,727
+60
+0.9% +$5.3K 0.09% 111
2025
Q4 		$528K Hold
6,667
– – 0.08% 110
2025
Q3 		$551K Hold
6,667
– – 0.09% 105
2025
Q2 		$555K Hold
6,667
– – 0.1% 104
2025
Q1 		$534K Hold
6,667
– – 0.1% 103
2024
Q4 		$603K Sell
6,667
-8
-0.1% -$796 0.11% 98
2024
Q3 		$655K Hold
6,675
– – 0.12% 97
2024
Q2 		$588K Hold
6,675
– – 0.11% 95
2024
Q1 		$623K Hold
6,675
– – 0.12% 97
2023
Q4 		$516K Hold
6,675
– – 0.1% 98
2023
Q3 		$425K Sell
6,675
-5
-0.1% -$333 0.1% 104
2023
Q2 		$437K Hold
6,680
– – 0.1% 104
2023
Q1 		$389K Sell
6,680
-238
-3% -$13.4K 0.09% 112
2022
Q4 		$361K Sell
6,918
-732
-10% -$37.4K 0.09% 116
2022
Q3 		$331K Hold
7,650
– – 0.08% 114
2022
Q2 		$322K Hold
7,650
– – 0.07% 118
2022
Q1 		$385K Hold
7,650
– – 0.07% 115
2021
Q4 		$473K Hold
7,650
– – 0.09% 107
2021
Q3 		$386K Sell
7,650
-862
-10% -$43.9K 0.08% 111
2021
Q2 		$415K Hold
8,512
– – 0.08% 108
2021
Q1 		$419K Hold
8,512
– – 0.09% 102
2020
Q4 		$388K Hold
8,512
– – 0.08% 101
2020
Q3 		$303K Sell
8,512
-3,395
-29% -$114K 0.07% 108
2020
Q2 		$335K Sell
11,907
-2,509
-17% -$70.9K 0.09% 100
2020
Q1 		$358K Buy
+14,416
New +$458K 0.11% 92

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

FRG Family Wealth Advisors's IR Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Ingersoll Rand (IR) stake by 0.9% in Q1 2026, buying an estimated $5.3K and bringing the position to 6,727 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #111.

FRG Family Wealth Advisors first reported a position in IR in Q1 2020 and has held it in 25 quarters since. The position peaked at $655K in Q3 2024. 897 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • FRG Family Wealth Advisors held 6,727 shares of Ingersoll Rand worth $539K as of Q1 2026.
  • FRG Family Wealth Advisors bought 60 Ingersoll Rand shares in Q1 2026, an estimated $5.3K.
  • Ingersoll Rand made up 0.09% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #111 holding.
  • FRG Family Wealth Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 25 quarters since.
  • FRG Family Wealth Advisors's Ingersoll Rand position peaked at $655K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.