GWM
IR icon

GDS Wealth Management’s Ingersoll Rand IR Stock Holding History

GDS Wealth Management’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 		$21.5M Buy
262,112
+11,111
+4% +$860K 1.02% 40
2026
Q1 		$20.1M Buy
251,001
+12,133
+5% +$1.07M 1.21% 34
2025
Q4 		$18.9M Buy
238,868
+6,789
+3% +$536K 1.18% 32
2025
Q3 		$19.2M Buy
232,079
+6,402
+3% +$525K 1.27% 28
2025
Q2 		$18.8M Buy
225,677
+40,242
+22% +$3.17M 1.37% 25
2025
Q1 		$14.8M Buy
185,435
+11,854
+7% +$1.03M 1.27% 32
2024
Q4 		$15.7M Buy
173,581
+6,333
+4% +$631K 1.43% 27
2024
Q3 		$16.4M Buy
167,248
+10,081
+6% +$937K 1.6% 23
2024
Q2 		$14.3M Buy
157,167
+11,055
+8% +$1.02M 1.57% 26
2024
Q1 		$13.9M Buy
146,112
+10,772
+8% +$921K 1.62% 23
2023
Q4 		$10.5M Buy
135,340
+16,452
+14% +$1.12M 1.41% 28
2023
Q3 		$7.58M Buy
118,888
+10,423
+10% +$693K 1.19% 33
2023
Q2 		$7.09M Buy
108,465
+3,714
+4% +$220K 1.15% 31
2023
Q1 		$6.09M Sell
104,751
-9,476
-8% -$534K 1.08% 38
2022
Q4 		$5.97M Sell
114,227
-1,148
-1% -$58.6K 1.14% 35
2022
Q3 		$4.99M Buy
115,375
+4,493
+4% +$212K 1.11% 34
2022
Q2 		$4.67M Buy
110,882
+44,907
+68% +$2.04M 1.05% 35
2022
Q1 		$3.08M Buy
65,975
+5,279
+9% +$283K 0.68% 39
2021
Q4 		$3.75M Buy
+60,696
New +$3.46M 0.84% 33

Other funds holding IR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GDS Wealth Management's IR Position: Q2 2026 in Review

GDS Wealth Management increased its Ingersoll Rand (IR) stake by 4.4% in Q2 2026, buying an estimated $860K and bringing the position to 262,112 shares worth $21.5M. The position accounts for 1.02% of the portfolio, ranked #40.

GDS Wealth Management first reported a position in IR in Q4 2021 and has held it in 19 quarters since. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • GDS Wealth Management held 262,112 shares of Ingersoll Rand worth $21.5M as of Q2 2026.
  • GDS Wealth Management bought 11,111 Ingersoll Rand shares in Q2 2026, an estimated $860K.
  • Ingersoll Rand made up 1.02% of GDS Wealth Management's portfolio in Q2 2026, its #40 holding.
  • GDS Wealth Management first reported a position in Ingersoll Rand in Q4 2021 and has held it in 19 quarters since.
  • 894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.