Gradient Investments’s Ingersoll Rand IR Stock Holding History

Gradient Investments’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 Q1	–	Sell	-2,409	Closed	-$218K	–	326
2024 Q4	$218K	Hold	2,409	–	–	﹤0.01%	287
2024 Q3	$236K	Hold	2,409	–	–	﹤0.01%	276
2024 Q2	$219K	Buy	2,409 +2,378	+7,671%	+$219K	﹤0.01%	311
2024 Q1	$2.94K	Sell	31 -283	-90%	-$24.2K	﹤0.01%	800
2023 Q4	$24.3K	Hold	314	–	–	﹤0.01%	669
2023 Q3	$20K	Sell	314 -18	-5%	-$1.2K	﹤0.01%	681
2023 Q2	$21.7K	Buy	332 +41	+14%	+$2.42K	﹤0.01%	673
2023 Q1	$16.9K	Sell	291 -26	-8%	-$1.47K	﹤0.01%	709
2022 Q4	$16.6K	Buy	317 +34	+12%	+$1.74K	﹤0.01%	723
2022 Q3	$12K	Buy	+283	New	+$13.3K	﹤0.01%	765
2021 Q1	–	Sell	-35	Closed	-$1K	–	1212
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	1055
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	1060
2020 Q2	$1K	Sell	35 -319	-90%	-$9.01K	﹤0.01%	984
2020 Q1	$9K	Buy	+354	New	+$11.2K	﹤0.01%	672

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Gradient Investments's IR Position: Q1 2025 in Review

Gradient Investments sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,409 shares — an estimated $218K sold.

Gradient Investments first reported a position in IR in Q1 2020 and held it in 14 quarters. The position peaked at $236K in Q3 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Gradient Investments reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Gradient Investments sold 2,409 Ingersoll Rand shares in Q1 2025, an estimated $218K.
Gradient Investments first reported a position in Ingersoll Rand in Q1 2020 and held it in 14 quarters.
Gradient Investments's Ingersoll Rand position peaked at $236K in Q3 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Gradient Investments's 13F filing for Q1 2025, filed 9 Apr 2025.