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Montag & Associates’s Ingersoll Rand IR Stock Holding History

Montag & Associates’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 		$197K Hold
2,459
– – 0.01% 423
2025
Q4 		$195K Hold
2,459
– – 0.01% 412
2025
Q3 		$203K Sell
2,459
-17
-0.7% -$1.39K 0.01% 394
2025
Q2 		$206K Sell
2,476
-150
-6% -$11.8K 0.01% 399
2025
Q1 		$210K Hold
2,626
– – 0.01% 408
2024
Q4 		$238K Sell
2,626
-2
-0.1% -$199 0.01% 405
2024
Q3 		$258K Sell
2,628
-7
-0.3% -$651 0.01% 393
2024
Q2 		$239K Hold
2,635
– – 0.01% 385
2024
Q1 		$250K Hold
2,635
– – 0.01% 384
2023
Q4 		$204K Hold
2,635
– – 0.01% 397
2023
Q3 		$168K Hold
2,635
– – 0.01% 406
2023
Q2 		$172K Sell
2,635
-114
-4% -$6.74K 0.01% 409
2023
Q1 		$160K Sell
2,749
-5
-0.2% -$282 0.01% 410
2022
Q4 		$144K Buy
2,754
+145
+6% +$7.4K 0.01% 417
2022
Q3 		$113K Buy
2,609
+1,058
+68% +$49.8K 0.01% 427
2022
Q2 		$65K Hold
1,551
– – ﹤0.01% 488
2022
Q1 		$78K Hold
1,551
– – ﹤0.01% 499
2021
Q4 		$96K Hold
1,551
– – ﹤0.01% 488
2021
Q3 		$78K Hold
1,551
– – ﹤0.01% 505
2021
Q2 		$76K Sell
1,551
-441
-22% -$21.6K ﹤0.01% 498
2021
Q1 		$98K Hold
1,992
– – 0.01% 472
2020
Q4 		$91K Buy
+1,992
New +$82.4K 0.01% 464
2020
Q2 		– Sell
-11,876
Closed -$295K – 299
2020
Q1 		$295K Buy
+11,876
New +$377K 0.03% 245

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

Montag & Associates's IR Position: Q1 2026 in Review

Montag & Associates held its Ingersoll Rand (IR) position steady in Q1 2026 at 2,459 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #423.

Montag & Associates first reported a position in IR in Q1 2020 and has held it in 23 quarters since. The position peaked at $295K in Q1 2020. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Montag & Associates held 2,459 shares of Ingersoll Rand worth $197K as of Q1 2026.
  • Montag & Associates left its Ingersoll Rand share count unchanged in Q1 2026.
  • Ingersoll Rand made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #423 holding.
  • Montag & Associates first reported a position in Ingersoll Rand in Q1 2020 and has held it in 23 quarters since.
  • Montag & Associates's Ingersoll Rand position peaked at $295K in Q1 2020.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.