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Massachusetts Wealth Management’s Ingersoll Rand IR Stock Holding History

Massachusetts Wealth Management’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
Q1 		$2.21M Buy
27,526
+56
+0.2% +$4.95K 0.96% 43
2025
Q4 		$2.18M Sell
27,470
-63
-0.2% -$4.97K 1.01% 41
2025
Q3 		$2.27M Sell
27,533
-150
-0.5% -$12.3K 1.13% 34
2025
Q2 		$2.3M Sell
27,683
-56
-0.2% -$4.41K 1.3% 30
2025
Q1 		$2.22M Sell
27,739
-504
-2% -$43.9K 1.52% 25
2024
Q4 		$2.55M Hold
28,243
– – 1.58% 16
2024
Q3 		$2.77M Buy
28,243
+250
+0.9% +$23.2K 1.75% 15
2024
Q2 		$2.54M Sell
27,993
-125
-0.4% -$11.5K 1.71% 17
2024
Q1 		$2.67M Buy
28,118
+600
+2% +$51.3K 1.88% 13
2023
Q4 		$2.13M Buy
27,518
+2,235
+9% +$153K 1.72% 15
2023
Q3 		$1.61M Sell
25,283
-207
-0.8% -$13.8K 1.48% 22
2023
Q2 		$1.67M Buy
25,490
+928
+4% +$54.9K 1.59% 18
2023
Q1 		$1.43M Buy
24,562
+482
+2% +$27.2K 1.47% 28
2022
Q4 		$1.35M Buy
+24,080
New +$1.23M 1.3% 32

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Wealth Management's IR Position: Q1 2026 in Review

Massachusetts Wealth Management increased its Ingersoll Rand (IR) stake by 0.2% in Q1 2026, buying an estimated $4.95K and bringing the position to 27,526 shares worth $2.21M. The position accounts for 0.96% of the portfolio, ranked #43.

Massachusetts Wealth Management first reported a position in IR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.77M in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Massachusetts Wealth Management held 27,526 shares of Ingersoll Rand worth $2.21M as of Q1 2026.
  • Massachusetts Wealth Management bought 56 Ingersoll Rand shares in Q1 2026, an estimated $4.95K.
  • Ingersoll Rand made up 0.96% of Massachusetts Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Massachusetts Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Wealth Management's Ingersoll Rand position peaked at $2.77M in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.