GoalVest Advisory’s Ingersoll Rand IR Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-3	Closed	-$240	–	448
2025 Q1	$240	Buy	+3	New	+$261	﹤0.01%	428
2022 Q3	–	Sell	-489	Closed	-$20K	–	284
2022 Q2	$20K	Buy	489 +485	+12,125%	+$22.1K	0.01%	221
2022 Q1	$0	Buy	+4	New	+$214	﹤0.01%	440

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

GoalVest Advisory's IR Position: Q2 2025 in Review

GoalVest Advisory sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 3 shares — an estimated $240 sold.

GoalVest Advisory first reported a position in IR in Q1 2022 and held it in 3 quarters. The position peaked at $20K in Q2 2022. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

GoalVest Advisory reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Ingersoll Rand shares in Q2 2025, an estimated $240.
GoalVest Advisory first reported a position in Ingersoll Rand in Q1 2022 and held it in 3 quarters.
GoalVest Advisory's Ingersoll Rand position peaked at $20K in Q2 2022.
868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.