Merit Financial Group
IR icon

Merit Financial Group’s Ingersoll Rand IR Stock Holding History

Merit Financial Group’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
Q3 		$633K Buy
8,422
+3,279
+64% +$261K ﹤0.01% 1430
2026
Q2 		$422K Sell
5,143
-62
-1% -$4.8K ﹤0.01% 1601
2026
Q1 		$417K Sell
5,205
-143
-3% -$12.6K ﹤0.01% 1473
2025
Q4 		$424K Buy
5,348
+1,380
+35% +$109K ﹤0.01% 1387
2025
Q3 		$328K Buy
3,968
+104
+3% +$8.52K ﹤0.01% 1393
2025
Q2 		$321K Buy
3,864
+1,023
+36% +$80.6K ﹤0.01% 1307
2025
Q1 		$227K Buy
2,841
+312
+12% +$27.2K ﹤0.01% 1235
2024
Q4 		$229K Buy
+2,529
New +$252K ﹤0.01% 1043

Other funds holding IR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Merit Financial Group's IR Position: Q3 2026 in Review

Merit Financial Group increased its Ingersoll Rand (IR) stake by 64% in Q3 2026, buying an estimated $261K and bringing the position to 8,422 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Merit Financial Group first reported a position in IR in Q4 2024 and has held it in 8 quarters since. 654 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Merit Financial Group held 8,422 shares of Ingersoll Rand worth $633K as of Q3 2026.
  • Merit Financial Group bought 3,279 Ingersoll Rand shares in Q3 2026, an estimated $261K.
  • Ingersoll Rand made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1430 holding.
  • Merit Financial Group first reported a position in Ingersoll Rand in Q4 2024 and has held it in 8 quarters since.
  • 654 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.