Loring Wolcott & Coolidge Fiduciary Advisors’s Ingersoll Rand IR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-10	Closed	-$734	–	543
2025 Q1	$734	Hold	10	–	–	﹤0.01%	535
2024 Q4	$919	Hold	10	–	–	﹤0.01%	531
2024 Q3	$959	Buy	+10	New	+$929	﹤0.01%	555
2021 Q3	–	Sell	-40	Closed	-$2K	–	849
2021 Q2	$2K	Buy	+40	New	+$1.96K	﹤0.01%	863

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IR Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 10 shares — an estimated $734 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IR in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 869 funds tracked by Wall St. Rank hold IR as of Q2 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 10 Ingersoll Rand shares in Q2 2025, an estimated $734.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ingersoll Rand in Q2 2021 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Ingersoll Rand position peaked at $2K in Q2 2021.
869 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.