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HighPoint Advisor Group’s Ingersoll Rand IR Stock Holding History

HighPoint Advisor Group’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 		– Sell
-5,651
Closed -$448K – 848
2025
Q4 		$448K Buy
5,651
+211
+4% +$16.7K 0.01% 702
2025
Q3 		$449K Sell
5,440
-437
-7% -$35.8K 0.02% 418
2025
Q2 		$489K Buy
5,877
+10
+0.2% +$788 0.03% 378
2025
Q1 		$439K Buy
5,867
+236
+4% +$20.6K 0.03% 388
2024
Q4 		$519K Buy
5,631
+2,306
+69% +$230K 0.03% 367
2024
Q3 		$312K Buy
3,325
+676
+26% +$62.8K 0.02% 474
2024
Q2 		$262K Buy
2,649
+284
+12% +$26.1K 0.02% 511
2024
Q1 		$215K Buy
2,365
+158
+7% +$13.5K 0.02% 583
2023
Q4 		$209K Buy
+2,207
New +$151K 0.02% 579

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighPoint Advisor Group's IR Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 5,651 shares — an estimated $448K sold.

HighPoint Advisor Group first reported a position in IR in Q4 2023 and held it in 9 quarters. The position peaked at $519K in Q4 2024. 902 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 5,651 Ingersoll Rand shares in Q1 2026, an estimated $448K.
  • HighPoint Advisor Group first reported a position in Ingersoll Rand in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Ingersoll Rand position peaked at $519K in Q4 2024.
  • 902 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.