Merited Wealth’s Ingersoll Rand IR Stock Holding History

Merited Wealth’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	–	Sell	-181	Closed	-$14.3K	–	186
2025 Q4	$14.3K	Buy	+181	New	+$14.3K	0.01%	181

Other funds holding IR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Merited Wealth's IR Position: Q1 2026 in Review

Merited Wealth sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 181 shares — an estimated $14.3K sold.

Merited Wealth first reported a position in IR in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 901 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Merited Wealth reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 181 Ingersoll Rand shares in Q1 2026, an estimated $14.3K.
Merited Wealth first reported a position in Ingersoll Rand in Q4 2025 and held it in 1 quarter.
Merited Wealth's Ingersoll Rand position peaked at $14.3K in Q4 2025.
901 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.