Pinnacle Wealth Planning Services’s Ingersoll Rand IR Stock Holding History

Pinnacle Wealth Planning Services’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	$93.7K	Sell	1,170 -1,038	-47%	-$91.7K	0.01%	839
2025 Q4	$175K	Buy	+2,208	New	+$174K	0.02%	513
2024 Q4	–	Sell	-3,490	Closed	-$343K	–	475
2024 Q3	$343K	Hold	3,490	–	–	0.05%	262
2024 Q2	$317K	Hold	3,490	–	–	0.05%	274
2024 Q1	$331K	Sell	3,490 -2	-0.1%	-$171	0.05%	270
2023 Q4	$270K	Hold	3,492	–	–	0.04%	297
2023 Q3	$223K	Sell	3,492 -19	-0.5%	-$1.26K	0.04%	338
2023 Q2	$229K	Buy	3,511 +19	+0.5%	+$1.12K	0.04%	331
2023 Q1	$203K	Buy	+3,492	New	+$197K	0.03%	401
2021 Q1	–	Sell	-7	Closed	–	–	1129
2020 Q4	$0	Buy	+7	New	+$290	﹤0.01%	2279

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

Pinnacle Wealth Planning Services's IR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Ingersoll Rand (IR) stake by 47% in Q1 2026, selling an estimated $91.7K and leaving 1,170 shares worth $93.7K. The position accounts for 0.01% of the portfolio, ranked #839.

Pinnacle Wealth Planning Services first reported a position in IR in Q4 2020 and has held it in 10 quarters since. The position peaked at $343K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Pinnacle Wealth Planning Services held 1,170 shares of Ingersoll Rand worth $93.7K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1,038 Ingersoll Rand shares in Q1 2026, an estimated $91.7K.
Ingersoll Rand made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #839 holding.
Pinnacle Wealth Planning Services first reported a position in Ingersoll Rand in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Ingersoll Rand position peaked at $343K in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.