Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Ingersoll Rand IR Stock Holding History

Halbert Hargrove Global 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
2026
Q3 		$4.81K Sell
64
-3
-4% -$239 ﹤0.01% 311
2026
Q2 		$5.49K Buy
67
+3
+5% +$232 ﹤0.01% 336
2026
Q1 		$5.13K Hold
64
– – ﹤0.01% 322
2025
Q4 		$5.07K Sell
64
-33
-34% -$2.6K ﹤0.01% 319
2025
Q3 		$8.02K Buy
97
+33
+52% +$2.7K ﹤0.01% 356
2025
Q2 		$5.32K Sell
64
-4,003
-98% -$315K ﹤0.01% 260
2025
Q1 		$325K Buy
4,067
+3
+0.1% +$261 0.02% 66
2024
Q4 		$368K Hold
4,064
– – 0.02% 65
2024
Q3 		$399K Hold
4,064
– – 0.02% 65
2024
Q2 		$369K Hold
4,064
– – 0.02% 66
2024
Q1 		$386K Buy
4,064
+16
+0.4% +$1.37K 0.03% 73
2023
Q4 		$313K Sell
4,048
-10
-0.2% -$684 0.02% 76
2023
Q3 		$259K Sell
4,058
-8
-0.2% -$532 0.02% 77
2023
Q2 		$266K Sell
4,066
-553
-12% -$32.7K 0.02% 74
2023
Q1 		$269K Buy
4,619
+39
+0.9% +$2.2K 0.02% 122
2022
Q4 		$239K Buy
4,580
+27
+0.6% +$1.38K 0.02% 136
2022
Q3 		$197K Buy
4,553
+70
+2% +$3.3K 0.02% 149
2022
Q2 		$189K Buy
4,483
+36
+0.8% +$1.64K 0.01% 145
2022
Q1 		$224K Buy
4,447
+22
+0.5% +$1.18K 0.01% 151
2021
Q4 		$274K Hold
4,425
– – 0.02% 127
2021
Q3 		$223K Buy
4,425
+12
+0.3% +$611 0.02% 131
2021
Q2 		$215K Hold
4,413
– – 0.01% 140
2021
Q1 		$217K Hold
4,413
– – 0.02% 120
2020
Q4 		$201K Buy
+4,413
New +$183K 0.02% 114

Other funds holding IR

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's IR Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Ingersoll Rand (IR) stake by 4.5% in Q3 2026, selling an estimated $239 and leaving 64 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Halbert Hargrove Global Advisors first reported a position in IR in Q4 2020 and has held it in 24 quarters since. The position peaked at $399K in Q3 2024. 183 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Halbert Hargrove Global Advisors held 64 shares of Ingersoll Rand worth $4.81K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 3 Ingersoll Rand shares in Q3 2026, an estimated $239.
  • Ingersoll Rand made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #311 holding.
  • Halbert Hargrove Global Advisors first reported a position in Ingersoll Rand in Q4 2020 and has held it in 24 quarters since.
  • Halbert Hargrove Global Advisors's Ingersoll Rand position peaked at $399K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.