O'Shaughnessy Asset Management’s Ingersoll Rand IR Stock Holding History

O'Shaughnessy Asset Management’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 Q2	$2.53M	Sell	30,875 -24,673	-44%	-$1.91M	0.01%	810
2026 Q1	$4.45M	Buy	55,548 +16,201	+41%	+$1.43M	0.02%	568
2025 Q4	$3.12M	Buy	39,347 +3,610	+10%	+$285K	0.02%	664
2025 Q3	$2.95M	Buy	35,737 +1,889	+6%	+$155K	0.02%	661
2025 Q2	$2.82M	Buy	33,848 +9,264	+38%	+$730K	0.02%	655
2025 Q1	$1.97M	Buy	24,584 +2,951	+14%	+$257K	0.02%	695
2024 Q4	$1.96M	Buy	21,633 +2,371	+12%	+$236K	0.02%	662
2024 Q3	$1.97M	Sell	19,262 -1,026	-5%	-$95.4K	0.02%	645
2024 Q2	$1.84M	Buy	20,288 +3,577	+21%	+$329K	0.02%	625
2024 Q1	$1.59M	Buy	16,711 +3,772	+29%	+$323K	0.02%	658
2023 Q4	$1M	Buy	12,939 +4,003	+45%	+$274K	0.01%	750
2023 Q3	$569K	Buy	8,936 +1,002	+13%	+$66.7K	0.01%	880
2023 Q2	$519K	Buy	7,934 +1,543	+24%	+$91.2K	0.01%	871
2023 Q1	$372K	Buy	6,391 +1,033	+19%	+$58.2K	0.01%	974
2022 Q4	$280K	Buy	+5,358	New	+$274K	﹤0.01%	994
2021 Q4	–	Sell	-775	Closed	-$39K	–	1838
2021 Q3	$39K	Buy	775 +66	+9%	+$3.36K	﹤0.01%	1751
2021 Q2	$35K	Hold	709	–	–	﹤0.01%	1687
2021 Q1	$35K	Buy	709 +124	+21%	+$5.74K	﹤0.01%	1509
2020 Q4	$27K	Buy	585 +106	+22%	+$4.39K	﹤0.01%	1362
2020 Q3	$17K	Sell	479 -1,818	-79%	-$60.9K	﹤0.01%	1274
2020 Q2	$65K	Sell	2,297 -2,498	-52%	-$70.6K	﹤0.01%	955
2020 Q1	$119K	Sell	4,795 -1,765	-27%	-$56.1K	﹤0.01%	592
2019 Q4	$240K	Sell	6,560 -3,428	-34%	-$112K	0.01%	570
2019 Q3	$283K	Buy	9,988 +4,592	+85%	+$142K	0.01%	470
2019 Q2	$186K	Buy	+5,396	New	+$174K	﹤0.01%	552

Other funds holding IR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

O'Shaughnessy Asset Management's IR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Ingersoll Rand (IR) stake by 44% in Q2 2026, selling an estimated $1.91M and leaving 30,875 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #810.

O'Shaughnessy Asset Management first reported a position in IR in Q2 2019 and has held it in 25 quarters since. The position peaked at $4.45M in Q1 2026. 891 funds tracked by Wall St. Rank hold IR as of Q2 2026.

O'Shaughnessy Asset Management held 30,875 shares of Ingersoll Rand worth $2.53M as of Q2 2026.
O'Shaughnessy Asset Management sold 24,673 Ingersoll Rand shares in Q2 2026, an estimated $1.91M.
Ingersoll Rand made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #810 holding.
O'Shaughnessy Asset Management first reported a position in Ingersoll Rand in Q2 2019 and has held it in 25 quarters since.
O'Shaughnessy Asset Management's Ingersoll Rand position peaked at $4.45M in Q1 2026.
891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.