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Gitterman Wealth Management’s Ingersoll Rand IR Stock Holding History

Gitterman 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
2025
Q3 		$233K Buy
2,816
+2,768
+5,767% +$227K 0.05% 113
2025
Q2 		$4.01K Sell
48
-2,963
-98% -$233K ﹤0.01% 320
2025
Q1 		$241K Buy
+3,011
New +$262K 0.06% 96
2023
Q2 		– Sell
-3,959
Closed -$230K – 97
2023
Q1 		$230K Buy
+3,959
New +$223K 0.11% 63

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gitterman Wealth Management's IR Position: Q3 2025 in Review

Gitterman Wealth Management increased its Ingersoll Rand (IR) stake by 5,767% in Q3 2025, buying an estimated $227K and bringing the position to 2,816 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #113.

Gitterman Wealth Management first reported a position in IR in Q1 2023 and has held it in 4 quarters since. The position peaked at $241K in Q1 2025. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • Gitterman Wealth Management held 2,816 shares of Ingersoll Rand worth $233K as of Q3 2025.
  • Gitterman Wealth Management bought 2,768 Ingersoll Rand shares in Q3 2025, an estimated $227K.
  • Ingersoll Rand made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #113 holding.
  • Gitterman Wealth Management first reported a position in Ingersoll Rand in Q1 2023 and has held it in 4 quarters since.
  • Gitterman Wealth Management's Ingersoll Rand position peaked at $241K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.