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Legacy Wealth Management (Idaho)’s Ingersoll Rand IR Stock Holding History

Legacy Wealth Management (Idaho)’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
Q3 		– Sell
-543
Closed -$45.2K – 805
2025
Q2 		$45.2K Hold
543
– – 0.02% 163
2025
Q1 		$43.5K Buy
+543
New +$47.3K 0.03% 156

Other funds holding IR

Capital International Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IR Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 543 shares — an estimated $45.2K sold.

Legacy Wealth Management (Idaho) first reported a position in IR in Q1 2025 and held it in 2 quarters. The position peaked at $45.2K in Q2 2025. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 543 Ingersoll Rand shares in Q3 2025, an estimated $45.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Ingersoll Rand in Q1 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Ingersoll Rand position peaked at $45.2K in Q2 2025.
  • 880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.