GeoWealth Management’s Ingersoll Rand IR Stock Holding History

GeoWealth 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	$251K	Buy	3,133 +364	+13%	+$32.1K	0.01%	667
2025 Q4	$219K	Sell	2,769 -207	-7%	-$16.3K	0.01%	645
2025 Q3	$246K	Buy	2,976 +72	+2%	+$5.9K	0.01%	639
2025 Q2	$242K	Buy	2,904 +2,240	+337%	+$177K	0.01%	607
2025 Q1	$53.1K	Sell	664 -1,062	-62%	-$92.5K	﹤0.01%	883
2024 Q4	$156K	Buy	1,726 +160	+10%	+$15.9K	0.01%	845
2024 Q3	$154K	Buy	+1,566	New	+$146K	0.01%	786
2024 Q2	–	Sell	-2,726	Closed	-$259K	–	905
2024 Q1	$259K	Sell	2,726 -16,686	-86%	-$1.43M	0.01%	609
2023 Q4	$1.5M	Buy	+19,412	New	+$1.33M	0.12%	159

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

GeoWealth Management's IR Position: Q1 2026 in Review

GeoWealth Management increased its Ingersoll Rand (IR) stake by 13% in Q1 2026, buying an estimated $32.1K and bringing the position to 3,133 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #667.

GeoWealth Management first reported a position in IR in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2023. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

GeoWealth Management held 3,133 shares of Ingersoll Rand worth $251K as of Q1 2026.
GeoWealth Management bought 364 Ingersoll Rand shares in Q1 2026, an estimated $32.1K.
Ingersoll Rand made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #667 holding.
GeoWealth Management first reported a position in Ingersoll Rand in Q4 2023 and has held it in 9 quarters since.
GeoWealth Management's Ingersoll Rand position peaked at $1.5M in Q4 2023.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.