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Key Financial Inc’s Ingersoll Rand IR Stock Holding History

Key Financial Inc’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 		$6.33K Hold
79
– – ﹤0.01% 983
2025
Q4 		$6.26K Hold
79
– – ﹤0.01% 987
2025
Q3 		$6.6K Buy
+79
New +$6.47K ﹤0.01% 976

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

Key Financial Inc's IR Position: Q1 2026 in Review

Key Financial Inc held its Ingersoll Rand (IR) position steady in Q1 2026 at 79 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Key Financial Inc first reported a position in IR in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.6K in Q3 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Key Financial Inc held 79 shares of Ingersoll Rand worth $6.33K as of Q1 2026.
  • Key Financial Inc left its Ingersoll Rand share count unchanged in Q1 2026.
  • Ingersoll Rand made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #983 holding.
  • Key Financial Inc first reported a position in Ingersoll Rand in Q3 2025 and has held it in 3 quarters since.
  • Key Financial Inc's Ingersoll Rand position peaked at $6.6K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.