Perigon Wealth Management’s Ingersoll Rand IR Stock Holding History

Perigon Wealth 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 Q1	$475K	Buy	5,932 +891	+18%	+$78.7K	0.01%	823
2025 Q4	$399K	Buy	5,041 +2,468	+96%	+$195K	0.01%	889
2025 Q3	$213K	Buy	+2,573	New	+$211K	﹤0.01%	1135
2025 Q1	–	Sell	-2,231	Closed	-$202K	–	1064
2024 Q4	$202K	Sell	2,231 -80	-3%	-$7.96K	0.01%	980
2024 Q3	$227K	Buy	2,311 +25	+1%	+$2.32K	0.01%	889
2024 Q2	$208K	Buy	+2,286	New	+$210K	0.01%	804
2021 Q1	–	Sell	-573	Closed	-$26K	–	761
2020 Q4	$26K	Buy	+573	New	+$23.7K	﹤0.01%	955

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

Perigon Wealth Management's IR Position: Q1 2026 in Review

Perigon Wealth Management increased its Ingersoll Rand (IR) stake by 18% in Q1 2026, buying an estimated $78.7K and bringing the position to 5,932 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #823.

Perigon Wealth Management first reported a position in IR in Q4 2020 and has held it in 7 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Perigon Wealth Management held 5,932 shares of Ingersoll Rand worth $475K as of Q1 2026.
Perigon Wealth Management bought 891 Ingersoll Rand shares in Q1 2026, an estimated $78.7K.
Ingersoll Rand made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #823 holding.
Perigon Wealth Management first reported a position in Ingersoll Rand in Q4 2020 and has held it in 7 quarters since.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.