Orion Portfolio Solutions’s Ingersoll Rand IR Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.13M	Buy	14,182 +1,860	+15%	+$162K	0.01%	1014
2024 Q4	$1.11M	Buy	12,322 +63	+0.5%	+$6.27K	0.01%	992
2024 Q3	$1.2M	Buy	12,259 +1,259	+11%	+$117K	0.01%	951
2024 Q2	$999K	Buy	11,000 +3,199	+41%	+$294K	0.01%	991
2024 Q1	$741K	Sell	7,801 -388	-5%	-$33.2K	0.01%	1116
2023 Q4	$620K	Sell	8,189 -475	-5%	-$32.5K	0.01%	1131
2023 Q3	$552K	Sell	8,664 -10,583	-55%	-$704K	0.01%	1169
2023 Q2	$1.26M	Sell	19,247 -16,443	-46%	-$972K	0.01%	855
2023 Q1	$2.08M	Buy	+35,690	New	+$2.01M	0.03%	578
2020 Q3	–	Sell	-1,271	Closed	-$36K	–	1231
2020 Q2	$36K	Sell	1,271 -958	-43%	-$27.1K	﹤0.01%	784
2020 Q1	$55K	Buy	2,229 +2,163	+3,277%	+$68.7K	﹤0.01%	569
2019 Q4	$2K	Buy	+66	New	+$2.17K	﹤0.01%	1519

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Orion Portfolio Solutions's IR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Ingersoll Rand (IR) stake by 15% in Q1 2025, buying an estimated $162K and bringing the position to 14,182 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1014.

Orion Portfolio Solutions first reported a position in IR in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.08M in Q1 2023. 862 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Orion Portfolio Solutions held 14,182 shares of Ingersoll Rand worth $1.13M as of Q1 2025.
Orion Portfolio Solutions bought 1,860 Ingersoll Rand shares in Q1 2025, an estimated $162K.
Ingersoll Rand made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1014 holding.
Orion Portfolio Solutions first reported a position in Ingersoll Rand in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Ingersoll Rand position peaked at $2.08M in Q1 2023.
862 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.