OneDigital Investment Advisors’s Ingersoll Rand IR Stock Holding History

OneDigital 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
2026 Q1	$228K	Sell	2,841 -834	-23%	-$73.7K	﹤0.01%	1342
2025 Q4	$291K	Sell	3,675 -74	-2%	-$5.84K	﹤0.01%	1233
2025 Q3	$310K	Sell	3,749 -189	-5%	-$15.5K	﹤0.01%	1164
2025 Q2	$328K	Sell	3,938 -308	-7%	-$24.3K	﹤0.01%	1110
2025 Q1	$340K	Sell	4,246 -3,664	-46%	-$319K	﹤0.01%	1032
2024 Q4	$716K	Buy	7,910 +592	+8%	+$58.9K	0.01%	751
2024 Q3	$718K	Buy	7,318 +4,001	+121%	+$372K	0.01%	783
2024 Q2	$301K	Buy	3,317 +678	+26%	+$62.3K	﹤0.01%	1109
2024 Q1	$251K	Sell	2,639 -44	-2%	-$3.76K	﹤0.01%	972
2023 Q4	$208K	Buy	+2,683	New	+$183K	﹤0.01%	1047
2023 Q3	–	Sell	-3,412	Closed	-$223K	–	1017
2023 Q2	$223K	Sell	3,412 -1,122	-25%	-$66.3K	﹤0.01%	922
2023 Q1	$264K	Buy	+4,534	New	+$256K	0.01%	820
2022 Q2	–	Sell	-5,945	Closed	-$299K	–	762
2022 Q1	$299K	Buy	5,945 +1,596	+37%	+$85.5K	0.01%	595
2021 Q4	$269K	Sell	4,349 -50	-1%	-$2.85K	0.01%	628
2021 Q3	$222K	Hold	4,399	–	–	0.01%	656
2021 Q2	$215K	Buy	+4,399	New	+$216K	0.01%	656

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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