Mission Wealth Management’s Ingersoll Rand IR Stock Holding History

Mission 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	$451K	Sell	5,627 -178	-3%	-$15.7K	0.01%	520
2025 Q4	$460K	Buy	5,805 +20	+0.3%	+$1.58K	0.01%	507
2025 Q3	$478K	Buy	5,785 +80	+1%	+$6.56K	0.01%	500
2025 Q2	$475K	Sell	5,705 -62	-1%	-$4.89K	0.01%	485
2025 Q1	$462K	Buy	5,767 +123	+2%	+$10.7K	0.01%	477
2024 Q4	$511K	Sell	5,644 -58	-1%	-$5.77K	0.01%	423
2024 Q3	$560K	Sell	5,702 -143	-2%	-$13.3K	0.01%	407
2024 Q2	$531K	Buy	5,845 +142	+2%	+$13.1K	0.01%	396
2024 Q1	$542K	Sell	5,703 -14	-0.2%	-$1.2K	0.01%	415
2023 Q4	$442K	Buy	5,717 +107	+2%	+$7.32K	0.01%	396
2023 Q3	$357K	Buy	+5,610	New	+$373K	0.01%	413
2023 Q1	–	Sell	-4,290	Closed	-$224K	–	550
2022 Q4	$224K	Buy	+4,290	New	+$219K	0.01%	466
2022 Q1	–	Sell	-3,575	Closed	-$221K	–	553
2021 Q4	$221K	Buy	+3,575	New	+$204K	0.01%	498

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Mission Wealth Management reduced its Ingersoll Rand (IR) stake by 3.1% in Q1 2026, selling an estimated $15.7K and leaving 5,627 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #520.

Mission Wealth Management first reported a position in IR in Q4 2021 and has held it in 13 quarters since. The position peaked at $560K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Mission Wealth Management held 5,627 shares of Ingersoll Rand worth $451K as of Q1 2026.
Mission Wealth Management sold 178 Ingersoll Rand shares in Q1 2026, an estimated $15.7K.
Ingersoll Rand made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #520 holding.
Mission Wealth Management first reported a position in Ingersoll Rand in Q4 2021 and has held it in 13 quarters since.
Mission Wealth Management's Ingersoll Rand position peaked at $560K in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

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