Phoenix Financial’s Ingersoll Rand IR Stock Holding History

Phoenix Financial’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	$295K	Buy	3,680 +556	+18%	+$49.1K	﹤0.01%	390
2025 Q4	$247K	Buy	3,124 +451	+17%	+$35.6K	﹤0.01%	411
2025 Q3	$221K	Buy	+2,673	New	+$219K	﹤0.01%	433
2025 Q2	–	Sell	-30,241	Closed	-$2.42M	–	437
2025 Q1	$2.42M	Sell	30,241 -19,442	-39%	-$1.69M	0.04%	167
2024 Q4	$4.49M	Buy	49,683 +927	+2%	+$92.3K	0.06%	141
2024 Q3	$4.79M	Buy	48,756 +16,365	+51%	+$1.52M	0.07%	140
2024 Q2	$2.94M	Sell	32,391 -57,528	-64%	-$5.29M	0.04%	166
2024 Q1	$8.54M	Buy	89,919 +2,198	+3%	+$188K	0.12%	86
2023 Q4	$7.64M	Buy	87,721 +56,810	+184%	+$3.88M	0.13%	84
2023 Q3	$1.97M	Buy	+30,911	New	+$2.06M	0.04%	186

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Financial's IR Position: Q1 2026 in Review

Phoenix Financial increased its Ingersoll Rand (IR) stake by 18% in Q1 2026, buying an estimated $49.1K and bringing the position to 3,680 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Phoenix Financial first reported a position in IR in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.54M in Q1 2024. 900 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Phoenix Financial held 3,680 shares of Ingersoll Rand worth $295K as of Q1 2026.
Phoenix Financial bought 556 Ingersoll Rand shares in Q1 2026, an estimated $49.1K.
Ingersoll Rand made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #390 holding.
Phoenix Financial first reported a position in Ingersoll Rand in Q3 2023 and has held it in 10 quarters since.
Phoenix Financial's Ingersoll Rand position peaked at $8.54M in Q1 2024.
900 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.