HWA
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Heartwood Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Heartwood 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
-436
Closed -$36K – 399
2025
Q3 		$36K Buy
+436
New +$35.7K ﹤0.01% 321

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartwood Wealth Advisors's IR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 436 shares — an estimated $36K sold.

Heartwood Wealth Advisors first reported a position in IR in Q3 2025 and held it in 1 quarter. The position peaked at $36K in Q3 2025. 891 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 436 Ingersoll Rand shares in Q4 2025, an estimated $36K.
  • Heartwood Wealth Advisors first reported a position in Ingersoll Rand in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Ingersoll Rand position peaked at $36K in Q3 2025.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.