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Herold Advisors’s Ingersoll Rand IR Stock Holding History

Herold 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 		– Sell
-3,453
Closed -$276K – 319
2025
Q1 		$276K Sell
3,453
-7,260
-68% -$633K 0.06% 230
2024
Q4 		$969K Sell
10,713
-1,790
-14% -$178K 0.21% 122
2024
Q3 		$1.23M Sell
12,503
-380
-3% -$35.3K 0.27% 110
2024
Q2 		$1.17M Buy
12,883
+688
+6% +$63.2K 0.27% 113
2024
Q1 		$1.16M Buy
+12,195
New +$1.04M 0.28% 107
2022
Q2 		– Sell
-100
Closed -$5.04K – 412
2022
Q1 		$5.04K Buy
+100
New +$5.36K ﹤0.01% 675
2021
Q4 		– Sell
-100
Closed -$5K – 400
2021
Q3 		$5K Buy
+100
New +$5.09K ﹤0.01% 664

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Herold Advisors's IR Position: Q2 2025 in Review

Herold Advisors sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 3,453 shares — an estimated $276K sold.

Herold Advisors first reported a position in IR in Q3 2021 and held it in 7 quarters. The position peaked at $1.23M in Q3 2024. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Herold Advisors reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • Herold Advisors sold 3,453 Ingersoll Rand shares in Q2 2025, an estimated $276K.
  • Herold Advisors first reported a position in Ingersoll Rand in Q3 2021 and held it in 7 quarters.
  • Herold Advisors's Ingersoll Rand position peaked at $1.23M in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Herold Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.