LRI Investments’s Ingersoll Rand IR Stock Holding History

LRI Investments’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 Q2	$5.25K	Buy	64 +13	+25%	+$1.01K	﹤0.01%	1136
2026 Q1	$4.09K	Hold	51	–	–	﹤0.01%	1143
2025 Q4	$4.04K	Hold	51	–	–	﹤0.01%	1084
2025 Q3	$4.21K	Hold	51	–	–	﹤0.01%	1079
2025 Q2	$4.24K	Hold	51	–	–	﹤0.01%	1056
2025 Q1	$4.08K	Hold	51	–	–	﹤0.01%	994
2024 Q4	$4.61K	Hold	51	–	–	﹤0.01%	956
2024 Q3	$5.25K	Hold	51	–	–	﹤0.01%	921
2024 Q2	$4.63K	Hold	51	–	–	﹤0.01%	917
2024 Q1	$4.84K	Buy	+51	New	+$4.36K	﹤0.01%	635

Other funds holding IR

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

LRI Investments's IR Position: Q2 2026 in Review

LRI Investments increased its Ingersoll Rand (IR) stake by 25% in Q2 2026, buying an estimated $1.01K and bringing the position to 64 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

LRI Investments first reported a position in IR in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.25K in Q3 2024. 340 funds tracked by Wall St. Rank hold IR as of Q2 2026.

LRI Investments held 64 shares of Ingersoll Rand worth $5.25K as of Q2 2026.
LRI Investments bought 13 Ingersoll Rand shares in Q2 2026, an estimated $1.01K.
Ingersoll Rand made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1136 holding.
LRI Investments first reported a position in Ingersoll Rand in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Ingersoll Rand position peaked at $5.25K in Q3 2024.
340 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.