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Marshall & Sterling Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-582
Closed -$48.1K – 489
2025
Q3 		$48.1K Hold
582
– – 0.03% 178
2025
Q2 		$48.4K Buy
582
+116
+25% +$9.14K 0.03% 167
2025
Q1 		$37.3K Buy
+466
New +$40.6K 0.03% 192

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Marshall & Sterling Wealth Advisors's IR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 582 shares — an estimated $48.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in IR in Q1 2025 and held it in 3 quarters. The position peaked at $48.4K in Q2 2025. 891 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 582 Ingersoll Rand shares in Q4 2025, an estimated $48.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Ingersoll Rand in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Ingersoll Rand position peaked at $48.4K in Q2 2025.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.