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River Wealth Advisors’s Ingersoll Rand IR Stock Holding History

River Wealth 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
2026
Q1 		$764K Sell
9,539
-298
-3% -$26.3K 0.09% 122
2025
Q4 		$779K Hold
9,837
– – 0.09% 121
2025
Q3 		$813K Sell
9,837
-85
-0.9% -$6.97K 0.1% 123
2025
Q2 		$825K Sell
9,922
-218
-2% -$17.2K 0.1% 127
2025
Q1 		$812K Sell
10,140
-198
-2% -$17.3K 0.11% 117
2024
Q4 		$935K Buy
10,338
+7
+0.1% +$697 0.12% 116
2024
Q3 		$1.01M Sell
10,331
-102
-1% -$9.48K 0.14% 109
2024
Q2 		$948K Sell
10,433
-132
-1% -$12.1K 0.14% 108
2024
Q1 		$1M Sell
10,565
-455
-4% -$38.9K 0.15% 110
2023
Q4 		$852K Sell
11,020
-100
-0.9% -$6.84K 0.14% 117
2023
Q3 		$709K Sell
11,120
-858
-7% -$57.1K 0.13% 124
2023
Q2 		$783K Sell
11,978
-25
-0.2% -$1.48K 0.13% 127
2023
Q1 		$698K Sell
12,003
-966
-7% -$54.5K 0.13% 132
2022
Q4 		$678K Sell
12,969
-88
-0.7% -$4.49K 0.13% 127
2022
Q3 		$565K Sell
13,057
-1,230
-9% -$57.9K 0.12% 130
2022
Q2 		$601K Sell
14,287
-145
-1% -$6.6K 0.11% 133
2022
Q1 		$727K Buy
14,432
+35
+0.2% +$1.88K 0.12% 130
2021
Q4 		$891K Sell
14,397
-466
-3% -$26.5K 0.14% 122
2021
Q3 		$749K Sell
14,863
-98
-0.7% -$4.99K 0.13% 125
2021
Q2 		$730K Sell
14,961
-154
-1% -$7.56K 0.13% 127
2021
Q1 		$744K Sell
15,115
-1,062
-7% -$49.1K 0.14% 124
2020
Q4 		$737K Sell
16,177
-3,489
-18% -$144K 0.16% 118
2020
Q3 		$700K Sell
19,666
-2,528
-11% -$84.6K 0.18% 115
2020
Q2 		$624K Sell
22,194
-103
-0.5% -$2.91K 0.19% 110
2020
Q1 		$553K Buy
+22,297
New +$708K 0.22% 100

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Wealth Advisors's IR Position: Q1 2026 in Review

River Wealth Advisors reduced its Ingersoll Rand (IR) stake by 3% in Q1 2026, selling an estimated $26.3K and leaving 9,539 shares worth $764K. The position accounts for 0.09% of the portfolio, ranked #122.

River Wealth Advisors first reported a position in IR in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.01M in Q3 2024. 897 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • River Wealth Advisors held 9,539 shares of Ingersoll Rand worth $764K as of Q1 2026.
  • River Wealth Advisors sold 298 Ingersoll Rand shares in Q1 2026, an estimated $26.3K.
  • Ingersoll Rand made up 0.09% of River Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • River Wealth Advisors first reported a position in Ingersoll Rand in Q1 2020 and has held it in 25 quarters since.
  • River Wealth Advisors's Ingersoll Rand position peaked at $1.01M in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.