IAA
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Independent Advisor Alliance’s Ingersoll Rand IR Stock Holding History

Independent Advisor Alliance’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 		$701K Buy
8,746
+145
+2% +$12.8K 0.01% 987
2025
Q4 		$681K Sell
8,601
-198
-2% -$15.6K 0.02% 571
2025
Q3 		$727K Sell
8,799
-4
-0% -$328 0.02% 521
2025
Q2 		$732K Buy
8,803
+85
+1% +$6.7K 0.02% 486
2025
Q1 		$698K Sell
8,718
-800
-8% -$69.7K 0.02% 446
2024
Q4 		$861K Buy
9,518
+1,364
+17% +$136K 0.01% 770
2024
Q3 		$800K Buy
8,154
+45
+0.6% +$4.18K 0.03% 365
2024
Q2 		$737K Sell
8,109
-124
-2% -$11.4K 0.03% 384
2024
Q1 		$782K Sell
8,233
-5
-0.1% -$428 0.03% 363
2023
Q4 		$637K Sell
8,238
-46
-0.6% -$3.15K 0.02% 385
2023
Q3 		$528K Sell
8,284
-2,453
-23% -$163K 0.02% 402
2023
Q2 		$702K Buy
10,737
+5
+0% +$296 0.03% 354
2023
Q1 		$624K Sell
10,732
-57
-0.5% -$3.21K 0.03% 378
2022
Q4 		$564 Buy
10,789
+604
+6% +$30.8K ﹤0.01% 339
2022
Q3 		$441K Sell
10,185
-200
-2% -$9.42K 0.03% 402
2022
Q2 		$437K Sell
10,385
-499
-5% -$22.7K 0.02% 400
2022
Q1 		$548K Hold
10,884
– – 0.03% 374
2021
Q4 		$673K Hold
10,884
– – 0.03% 334
2021
Q3 		$549K Hold
10,884
– – 0.03% 357
2021
Q2 		$531K Hold
10,884
– – 0.03% 381
2021
Q1 		$536K Sell
10,884
-715
-6% -$33.1K 0.03% 356
2020
Q4 		$528K Buy
+11,599
New +$480K 0.04% 335

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's IR Position: Q1 2026 in Review

Independent Advisor Alliance increased its Ingersoll Rand (IR) stake by 1.7% in Q1 2026, buying an estimated $12.8K and bringing the position to 8,746 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #987.

Independent Advisor Alliance first reported a position in IR in Q4 2020 and has held it in 22 quarters since. The position peaked at $861K in Q4 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Independent Advisor Alliance held 8,746 shares of Ingersoll Rand worth $701K as of Q1 2026.
  • Independent Advisor Alliance bought 145 Ingersoll Rand shares in Q1 2026, an estimated $12.8K.
  • Ingersoll Rand made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #987 holding.
  • Independent Advisor Alliance first reported a position in Ingersoll Rand in Q4 2020 and has held it in 22 quarters since.
  • Independent Advisor Alliance's Ingersoll Rand position peaked at $861K in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.