RIA
IR icon

Realta Investment Advisors’s Ingersoll Rand IR Stock Holding History

Realta Investment 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
Q1 		– Sell
-3,270
Closed -$302K – 341
2024
Q4 		$302K Buy
+3,270
New +$326K 0.12% 141
2020
Q1 		– Sell
-111
Closed -$4K – 841
2019
Q4 		$4K Buy
+111
New +$3.64K ﹤0.01% 1394

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Realta Investment Advisors's IR Position: Q1 2025 in Review

Realta Investment Advisors sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 3,270 shares — an estimated $302K sold.

Realta Investment Advisors first reported a position in IR in Q4 2019 and held it in 2 quarters. The position peaked at $302K in Q4 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Realta Investment Advisors reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 3,270 Ingersoll Rand shares in Q1 2025, an estimated $302K.
  • Realta Investment Advisors first reported a position in Ingersoll Rand in Q4 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Ingersoll Rand position peaked at $302K in Q4 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.