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Plante Moran Financial Advisors’s Ingersoll Rand IR Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-6
Closed -$496 – 860
2025
Q3 		$496 Buy
+6
New +$492 ﹤0.01% 731
2024
Q1 		– Sell
-23
Closed -$1.78K – 887
2023
Q4 		$1.78K Buy
+23
New +$1.57K ﹤0.01% 734
2022
Q4 		– Sell
-36
Closed -$2K – 923
2022
Q3 		$2K Sell
36
-33
-48% -$1.55K ﹤0.01% 786
2022
Q2 		$3K Buy
69
+33
+92% +$1.5K ﹤0.01% 773
2022
Q1 		$2K Sell
36
-1,323
-97% -$70.9K ﹤0.01% 744
2021
Q4 		$84K Buy
1,359
+171
+14% +$9.74K 0.01% 274
2021
Q3 		$60K Buy
1,188
+5
+0.4% +$254 0.01% 351
2021
Q2 		$58K Buy
1,183
+6
+0.5% +$294 0.01% 337
2021
Q1 		$58K Sell
1,177
-2,367
-67% -$110K 0.02% 332
2020
Q4 		$161K Buy
3,544
+2,407
+212% +$99.6K 0.05% 198
2020
Q3 		$41K Hold
1,137
– – 0.01% 351
2020
Q2 		$32K Buy
+1,137
New +$32.1K 0.01% 355
2018
Q4 		– Sell
-25
Closed -$1K – 927
2018
Q3 		$1K Sell
25
-94
-79% -$2.63K ﹤0.01% 728
2018
Q2 		$3K Buy
119
+15
+14% +$472 ﹤0.01% 679
2018
Q1 		$3K Buy
104
+17
+20% +$567 ﹤0.01% 785
2017
Q4 		$3K Buy
+87
New +$2.59K ﹤0.01% 755

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's IR Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 6 shares — an estimated $496 sold.

Plante Moran Financial Advisors first reported a position in IR in Q4 2017 and held it in 16 quarters. The position peaked at $161K in Q4 2020. 890 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 6 Ingersoll Rand shares in Q4 2025, an estimated $496.
  • Plante Moran Financial Advisors first reported a position in Ingersoll Rand in Q4 2017 and held it in 16 quarters.
  • Plante Moran Financial Advisors's Ingersoll Rand position peaked at $161K in Q4 2020.
  • 890 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.