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
2025 Q2	–	Hold	0	–	-$320K	–	481
2025 Q1	–	Hold	0	–	–	–	68
2024 Q4	–	Hold	0	–	–	–	69
2024 Q3	–	Hold	0	–	–	–	66
2024 Q2	–	Hold	0	–	–	–	69
2024 Q1	–	Hold	0	–	–	–	74
2023 Q4	–	Hold	0	–	–	–	77
2023 Q3	–	Hold	0	–	–	–	78
2023 Q2	–	Hold	0	–	–	–	75
2023 Q1	–	Hold	0	–	–	–	145
2022 Q4	–	Hold	0	–	–	–	154
2022 Q3	–	Hold	0	–	–	–	151
2022 Q2	–	Sell	-4,000	Closed	-$182K	–	146
2022 Q1	$202K	Hold	4,000	–	–	0.01%	160
2021 Q4	$247K	Buy	+4,000	New	+$228K	0.02%	134
2021 Q3	–	Sell	-4,000	Closed	-$196K	–	152
2021 Q2	$196K	Hold	4,000	–	–	0.01%	150
2021 Q1	$196K	Hold	4,000	–	–	0.01%	130
2020 Q4	$182K	Buy	+4,000	New	+$166K	0.01%	115

Other funds holding IR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Halbert Hargrove Global Advisors's IR Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Ingersoll Rand (IR) stake by 4.7% in Q2 2026, buying an estimated $232 and bringing the position to 67 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Halbert Hargrove Global Advisors first reported a position in IR in Q4 2020 and has held it in 23 quarters since. The position peaked at $399K in Q3 2024. 338 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Halbert Hargrove Global Advisors held 67 shares of Ingersoll Rand worth $5.49K as of Q2 2026.
Halbert Hargrove Global Advisors bought 3 Ingersoll Rand shares in Q2 2026, an estimated $232.
Ingersoll Rand made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #336 holding.
Halbert Hargrove Global Advisors first reported a position in Ingersoll Rand in Q4 2020 and has held it in 23 quarters since.
Halbert Hargrove Global Advisors's Ingersoll Rand position peaked at $399K in Q3 2024.
338 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.