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Grant Private Wealth Management’s Ingersoll Rand IR Stock Holding History

Grant Private 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
Q2 		– Sell
-2,569
Closed -$206K – 103
2025
Q1 		$206K Hold
2,569
– – 0.22% 113
2024
Q4 		$232K Buy
+2,569
New +$256K 0.25% 102

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Grant Private Wealth Management's IR Position: Q2 2025 in Review

Grant Private Wealth Management sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 2,569 shares — an estimated $206K sold.

Grant Private Wealth Management first reported a position in IR in Q4 2024 and held it in 2 quarters. The position peaked at $232K in Q4 2024. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Grant Private Wealth Management reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 2,569 Ingersoll Rand shares in Q2 2025, an estimated $206K.
  • Grant Private Wealth Management first reported a position in Ingersoll Rand in Q4 2024 and held it in 2 quarters.
  • Grant Private Wealth Management's Ingersoll Rand position peaked at $232K in Q4 2024.
  • 868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Grant Private Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.