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Richard Bernstein Advisors’s Ingersoll Rand IR Stock Holding History

Richard Bernstein 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
-12,487
Closed -$1.03M – 192
2025
Q3 		$1.03M Sell
12,487
-17,561
-58% -$1.44M 0.03% 168
2025
Q2 		$2.5M Sell
30,048
-2,355
-7% -$186K 0.06% 170
2025
Q1 		$2.59M Sell
32,403
-1,216
-4% -$106K 0.06% 173
2024
Q4 		$3.04M Hold
33,619
– – 0.07% 165
2024
Q3 		$3.3M Hold
33,619
– – 0.07% 147
2024
Q2 		$3.05M Hold
33,619
– – 0.07% 152
2024
Q1 		$3.19M Buy
+33,619
New +$2.88M 0.07% 142

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 $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
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 $2.9T AUM 29.55% 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

Richard Bernstein Advisors's IR Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 12,487 shares — an estimated $1.03M sold.

Richard Bernstein Advisors first reported a position in IR in Q1 2024 and held it in 7 quarters. The position peaked at $3.3M in Q3 2024. 889 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Richard Bernstein Advisors reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 12,487 Ingersoll Rand shares in Q4 2025, an estimated $1.03M.
  • Richard Bernstein Advisors first reported a position in Ingersoll Rand in Q1 2024 and held it in 7 quarters.
  • Richard Bernstein Advisors's Ingersoll Rand position peaked at $3.3M in Q3 2024.
  • 889 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.