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Petros Family Wealth’s Ingersoll Rand IR Stock Holding History

Petros Family Wealth’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 		– Sell
-3,656
Closed -$331K – 132
2024
Q4 		$331K Buy
+3,656
New +$364K 0.36% 78

Other funds holding IR

Vanguard Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Petros Family Wealth's IR Position: Q1 2025 in Review

Petros Family Wealth sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 3,656 shares — an estimated $331K sold.

Petros Family Wealth first reported a position in IR in Q4 2024 and held it in 1 quarter. The position peaked at $331K in Q4 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Petros Family Wealth reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Petros Family Wealth sold 3,656 Ingersoll Rand shares in Q1 2025, an estimated $331K.
  • Petros Family Wealth first reported a position in Ingersoll Rand in Q4 2024 and held it in 1 quarter.
  • Petros Family Wealth's Ingersoll Rand position peaked at $331K in Q4 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Petros Family Wealth's 13F filing for Q1 2025, filed 23 Apr 2025.