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 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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return