Kovitz Investment Group Partners
IR icon

Kovitz Investment Group Partners’s Ingersoll Rand IR Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,558
Closed -$211K – 874
2025
Q3 		$211K Sell
2,558
-1,239
-33% -$102K ﹤0.01% 1325
2025
Q2 		$316K Buy
3,797
+119
+3% +$9.38K ﹤0.01% 1125
2025
Q1 		$294K Sell
3,678
-87
-2% -$7.58K ﹤0.01% 1057
2024
Q4 		$341K Buy
+3,765
New +$375K ﹤0.01% 1007

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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's IR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 2,558 shares — an estimated $211K sold.

Kovitz Investment Group Partners first reported a position in IR in Q4 2024 and held it in 4 quarters. The position peaked at $341K in Q4 2024. 891 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,558 Ingersoll Rand shares in Q4 2025, an estimated $211K.
  • Kovitz Investment Group Partners first reported a position in Ingersoll Rand in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Ingersoll Rand position peaked at $341K in Q4 2024.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.