Integrated Wealth Concepts’s Ingersoll Rand IR Stock Holding History

Integrated Wealth Concepts’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	$444K	Buy	+5,539	New	+$489K	﹤0.01%	1611
2025 Q2	–	Sell	-3,942	Closed	-$315K	–	1949
2025 Q1	$315K	Buy	3,942 +58	+1%	+$5.05K	﹤0.01%	1388
2024 Q4	$351K	Buy	3,884 +1,453	+60%	+$145K	﹤0.01%	1285
2024 Q3	$239K	Sell	2,431 -30	-1%	-$2.79K	﹤0.01%	1479
2024 Q2	$224K	Buy	2,461 +66	+3%	+$6.07K	﹤0.01%	1472
2024 Q1	$227K	Buy	+2,395	New	+$205K	﹤0.01%	1462

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

Integrated Wealth Concepts's IR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Ingersoll Rand (IR) in Q1 2026: 5,539 shares worth $444K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in IR as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in IR in Q1 2024 and has held it in 6 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Integrated Wealth Concepts held 5,539 shares of Ingersoll Rand worth $444K as of Q1 2026.
Ingersoll Rand was a new Integrated Wealth Concepts position in Q1 2026.
Ingersoll Rand made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1611 holding.
Integrated Wealth Concepts first reported a position in Ingersoll Rand in Q1 2024 and has held it in 6 quarters since.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.