Golden State Wealth Management’s Ingersoll Rand IR Stock Holding History

Golden State 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	$13.1K	Hold	164	–	–	﹤0.01%	1023
2025 Q4	$13K	Hold	164	–	–	﹤0.01%	1032
2025 Q3	$13.6K	Hold	164	–	–	﹤0.01%	1016
2025 Q2	$13.6K	Hold	164	–	–	﹤0.01%	988
2025 Q1	$13.1K	Hold	164	–	–	﹤0.01%	919
2024 Q4	$14.8K	Buy	+164	New	+$16.3K	﹤0.01%	845
2020 Q2	–	Sell	-189	Closed	-$5K	–	541
2020 Q1	$5K	Buy	+189	New	+$6K	﹤0.01%	739

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

Golden State Wealth Management's IR Position: Q1 2026 in Review

Golden State Wealth Management held its Ingersoll Rand (IR) position steady in Q1 2026 at 164 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Golden State Wealth Management first reported a position in IR in Q1 2020 and has held it in 7 quarters since. The position peaked at $14.8K in Q4 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Golden State Wealth Management held 164 shares of Ingersoll Rand worth $13.1K as of Q1 2026.
Golden State Wealth Management left its Ingersoll Rand share count unchanged in Q1 2026.
Ingersoll Rand made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1023 holding.
Golden State Wealth Management first reported a position in Ingersoll Rand in Q1 2020 and has held it in 7 quarters since.
Golden State Wealth Management's Ingersoll Rand position peaked at $14.8K in Q4 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.