Optima Capital’s Ingersoll Rand IR Stock Holding History

Optima Capital’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	–	Sell	-24	Closed	-$1.9K	–	720
2025 Q4	$1.9K	Buy	+24	New	+$1.9K	﹤0.01%	788

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

Optima Capital's IR Position: Q1 2026 in Review

Optima Capital sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 24 shares — an estimated $1.9K sold.

Optima Capital first reported a position in IR in Q4 2025 and held it in 1 quarter. The position peaked at $1.9K in Q4 2025. 897 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Optima Capital reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 24 Ingersoll Rand shares in Q1 2026, an estimated $1.9K.
Optima Capital first reported a position in Ingersoll Rand in Q4 2025 and held it in 1 quarter.
Optima Capital's Ingersoll Rand position peaked at $1.9K in Q4 2025.
897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.