MYIA
IR icon

Mount Yale Investment Advisors’s Ingersoll Rand IR Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-110
Closed -$9.15K – 1125
2025
Q2 		$9.15K Buy
+110
New +$8.67K ﹤0.01% 1152

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's IR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 110 shares — an estimated $9.15K sold.

Mount Yale Investment Advisors first reported a position in IR in Q2 2025 and held it in 1 quarter. The position peaked at $9.15K in Q2 2025. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 110 Ingersoll Rand shares in Q3 2025, an estimated $9.15K.
  • Mount Yale Investment Advisors first reported a position in Ingersoll Rand in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Ingersoll Rand position peaked at $9.15K in Q2 2025.
  • 880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.