Private Wealth Asset Management’s Ingersoll Rand IR Stock Holding History

Private Wealth Asset 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	$48.2K	Sell	602 -3	-0.5%	-$265	0.01%	438
2025 Q4	$47.9K	Hold	605	–	–	0.01%	431
2025 Q3	$50K	Hold	605	–	–	0.01%	399
2025 Q2	$50.3K	Sell	605 -10	-2%	-$788	0.01%	401
2025 Q1	$49.2K	Buy	+615	New	+$53.6K	0.01%	392

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

Private Wealth Asset Management's IR Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Ingersoll Rand (IR) stake by 0.5% in Q1 2026, selling an estimated $265 and leaving 602 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #438.

Private Wealth Asset Management first reported a position in IR in Q1 2025 and has held it in 5 quarters since. The position peaked at $50.3K in Q2 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Private Wealth Asset Management held 602 shares of Ingersoll Rand worth $48.2K as of Q1 2026.
Private Wealth Asset Management sold 3 Ingersoll Rand shares in Q1 2026, an estimated $265.
Ingersoll Rand made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #438 holding.
Private Wealth Asset Management first reported a position in Ingersoll Rand in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's Ingersoll Rand position peaked at $50.3K in Q2 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.