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Okabena Investment Services’s Ingersoll Rand IR Stock Holding History

Okabena Investment Services’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 		$722K Hold
9,010
– – 0.14% 94
2025
Q4 		$714K Hold
9,010
– – 0.14% 97
2025
Q3 		$744K Buy
9,010
+10
+0.1% +$820 0.14% 99
2025
Q2 		$749K Hold
9,000
– – 0.17% 85
2025
Q1 		$720K Buy
9,000
+6,000
+200% +$523K 0.18% 82
2024
Q4 		$271K Buy
+3,000
New +$299K 0.08% 109
2023
Q3 		– Sell
-162
Closed -$10.6K – 120
2023
Q2 		$10.6K Buy
+162
New +$9.58K 0.01% 134

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

Okabena Investment Services's IR Position: Q1 2026 in Review

Okabena Investment Services held its Ingersoll Rand (IR) position steady in Q1 2026 at 9,010 shares worth $722K. The position accounts for 0.14% of the portfolio, ranked #94.

Okabena Investment Services first reported a position in IR in Q2 2023 and has held it in 7 quarters since. The position peaked at $749K in Q2 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Okabena Investment Services held 9,010 shares of Ingersoll Rand worth $722K as of Q1 2026.
  • Okabena Investment Services left its Ingersoll Rand share count unchanged in Q1 2026.
  • Ingersoll Rand made up 0.14% of Okabena Investment Services's portfolio in Q1 2026, its #94 holding.
  • Okabena Investment Services first reported a position in Ingersoll Rand in Q2 2023 and has held it in 7 quarters since.
  • Okabena Investment Services's Ingersoll Rand position peaked at $749K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.