Insigneo Advisory Services’s Ingersoll Rand IR Stock Holding History

Insigneo Advisory Services’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	$2.86M	Sell	35,685 -4	-0%	-$353	0.2%	90
2025 Q4	$2.83M	Buy	35,689 +82	+0.2%	+$6.47K	0.2%	91
2025 Q3	$2.94M	Sell	35,607 -94	-0.3%	-$7.7K	0.21%	87
2025 Q2	$2.97M	Buy	35,701 +2,493	+8%	+$196K	0.26%	76
2025 Q1	$2.66M	Buy	33,208 +18	+0.1%	+$1.57K	0.27%	73
2024 Q4	$3M	Sell	33,190 -2,358	-7%	-$235K	0.31%	53
2024 Q3	$3.49M	Sell	35,548 -1,483	-4%	-$138K	0.35%	50
2024 Q2	$3.22M	Buy	37,031 +961	+3%	+$88.3K	0.36%	49
2024 Q1	$3.42M	Buy	36,070 +1,156	+3%	+$98.9K	0.41%	46
2023 Q4	$2.7M	Buy	34,914 +2,204	+7%	+$151K	0.38%	51
2023 Q3	$2.08M	Buy	32,710 +10	+0%	+$665	0.42%	47
2023 Q2	$2.14M	Hold	32,700	–	–	0.41%	52
2023 Q1	$1.9M	Hold	32,700	–	–	0.61%	28
2022 Q4	$1.71M	Buy	+32,700	New	+$1.67M	0.65%	31

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

Insigneo Advisory Services's IR Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Ingersoll Rand (IR) stake by 0.01% in Q1 2026, selling an estimated $353 and leaving 35,685 shares worth $2.86M. The position accounts for 0.2% of the portfolio, ranked #90.

Insigneo Advisory Services first reported a position in IR in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.49M in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Insigneo Advisory Services held 35,685 shares of Ingersoll Rand worth $2.86M as of Q1 2026.
Insigneo Advisory Services sold 4 Ingersoll Rand shares in Q1 2026, an estimated $353.
Ingersoll Rand made up 0.2% of Insigneo Advisory Services's portfolio in Q1 2026, its #90 holding.
Insigneo Advisory Services first reported a position in Ingersoll Rand in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Ingersoll Rand position peaked at $3.49M in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.