HighMark Wealth Management’s Ingersoll Rand IR Stock Holding History

HighMark Wealth Management’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 Q1	$5.85K	Buy	73 +33	+83%	+$2.92K	﹤0.01%	360
2025 Q4	$3.17K	Hold	40	–	–	﹤0.01%	448
2025 Q3	$3.31K	Hold	40	–	–	﹤0.01%	445
2025 Q2	$3.33K	Hold	40	–	–	﹤0.01%	442
2025 Q1	$3.2K	Hold	40	–	–	﹤0.01%	417
2024 Q4	$3.62K	Buy	+40	New	+$3.98K	﹤0.01%	401
2021 Q2	–	Sell	-98	Closed	-$5K	–	514
2021 Q1	$5K	Sell	98 -68	-41%	-$3.15K	﹤0.01%	337
2020 Q4	$8K	Sell	166 -75	-31%	-$3.1K	0.01%	268
2020 Q3	$9K	Hold	241	–	–	0.01%	245
2020 Q2	$7K	Buy	241 +8	+3%	+$226	0.01%	270
2020 Q1	$5K	Sell	233 -44	-16%	-$1.4K	0.01%	227
2019 Q4	$10K	Buy	+277	New	+$9.09K	0.01%	207

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

HighMark Wealth Management's IR Position: Q1 2026 in Review

HighMark Wealth Management increased its Ingersoll Rand (IR) stake by 83% in Q1 2026, buying an estimated $2.92K and bringing the position to 73 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

HighMark Wealth Management first reported a position in IR in Q4 2019 and has held it in 12 quarters since. The position peaked at $10K in Q4 2019. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

HighMark Wealth Management held 73 shares of Ingersoll Rand worth $5.85K as of Q1 2026.
HighMark Wealth Management bought 33 Ingersoll Rand shares in Q1 2026, an estimated $2.92K.
Ingersoll Rand made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #360 holding.
HighMark Wealth Management first reported a position in Ingersoll Rand in Q4 2019 and has held it in 12 quarters since.
HighMark Wealth Management's Ingersoll Rand position peaked at $10K in Q4 2019.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.