Grimes & Company’s Ingersoll Rand IR Stock Holding History

Grimes & Company’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	-4,073	Closed	-$336K	–	473
2025 Q3	$336K	Buy	4,073 +100	+3%	+$8.2K	0.01%	361
2025 Q2	$330K	Buy	3,973 +166	+4%	+$13.1K	0.01%	324
2025 Q1	$305K	Sell	3,807 -18	-0.5%	-$1.57K	0.01%	290
2024 Q4	$346K	Buy	3,825 +60	+2%	+$5.97K	0.01%	295
2024 Q3	$370K	Buy	3,765 +13	+0.3%	+$1.21K	0.01%	265
2024 Q2	$341K	Hold	3,752	–	–	0.01%	260
2024 Q1	$356K	Sell	3,752 -3	-0.1%	-$257	0.01%	253
2023 Q4	$290K	Sell	3,755 -302	-7%	-$20.6K	0.01%	261
2023 Q3	$259K	Sell	4,057 -22	-0.5%	-$1.46K	0.01%	251
2023 Q2	$267K	Buy	4,079 +23	+0.6%	+$1.36K	0.01%	250
2023 Q1	$236K	Buy	+4,056	New	+$229K	0.01%	262
2022 Q2	–	Sell	-4,040	Closed	-$203K	–	284
2022 Q1	$203K	Buy	4,040 +100	+3%	+$5.36K	0.01%	283
2021 Q4	$244K	Buy	+3,940	New	+$224K	0.01%	267

Other funds holding IR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grimes & Company's IR Position: Q4 2025 in Review

Grimes & Company sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 4,073 shares — an estimated $336K sold.

Grimes & Company first reported a position in IR in Q4 2021 and held it in 13 quarters. The position peaked at $370K in Q3 2024. 890 funds tracked by Wall St. Rank hold IR as of Q4 2025.

Grimes & Company reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
Grimes & Company sold 4,073 Ingersoll Rand shares in Q4 2025, an estimated $336K.
Grimes & Company first reported a position in Ingersoll Rand in Q4 2021 and held it in 13 quarters.
Grimes & Company's Ingersoll Rand position peaked at $370K in Q3 2024.
890 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Grimes & Company's 13F filing for Q4 2025, filed 3 Feb 2026.