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Grey Fox Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Grey Fox Wealth Advisors’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
Q4 		– Sell
-435
Closed -$35.9K – 369
2025
Q3 		$35.9K Buy
+435
New +$35.7K 0.01% 290
2023
Q2 		– Sell
-21
Closed -$1.22K – 302
2023
Q1 		$1.22K Hold
21
– – ﹤0.01% 446
2022
Q4 		$1.1K Buy
+21
New +$1.07K ﹤0.01% 356

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
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 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grey Fox Wealth Advisors's IR Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 435 shares — an estimated $35.9K sold.

Grey Fox Wealth Advisors first reported a position in IR in Q4 2022 and held it in 3 quarters. The position peaked at $35.9K in Q3 2025. 889 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 435 Ingersoll Rand shares in Q4 2025, an estimated $35.9K.
  • Grey Fox Wealth Advisors first reported a position in Ingersoll Rand in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Ingersoll Rand position peaked at $35.9K in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.