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Osterweis Capital Management’s Ingersoll Rand IR Stock Holding History

Osterweis Capital 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 		$51.7K Hold
631
– – ﹤0.01% 190
2026
Q1 		$50.6K Hold
631
– – ﹤0.01% 193
2025
Q4 		$50K Hold
631
– – ﹤0.01% 211
2025
Q3 		$52.1K Hold
631
– – ﹤0.01% 205
2025
Q2 		$52.5K Buy
631
+621
+6,210% +$48.9K ﹤0.01% 208
2025
Q1 		$800 Buy
+10
New +$871 ﹤0.01% 252

Other funds holding IR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osterweis Capital Management's IR Position: Q2 2026 in Review

Osterweis Capital Management held its Ingersoll Rand (IR) position steady in Q2 2026 at 631 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Osterweis Capital Management first reported a position in IR in Q1 2025 and has held it in 6 quarters since. The position peaked at $52.5K in Q2 2025. 892 funds tracked by Wall St. Rank hold IR as of Q2 2026.

  • Osterweis Capital Management held 631 shares of Ingersoll Rand worth $51.7K as of Q2 2026.
  • Osterweis Capital Management left its Ingersoll Rand share count unchanged in Q2 2026.
  • Ingersoll Rand made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #190 holding.
  • Osterweis Capital Management first reported a position in Ingersoll Rand in Q1 2025 and has held it in 6 quarters since.
  • Osterweis Capital Management's Ingersoll Rand position peaked at $52.5K in Q2 2025.
  • 892 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.