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Root Financial Partners’s Ingersoll Rand IR Stock Holding History

Root Financial Partners’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 		$87.3K Buy
1,089
+44
+4% +$3.89K ﹤0.01% 621
2025
Q4 		$82.8K Buy
1,045
+349
+50% +$27.6K ﹤0.01% 537
2025
Q3 		$57.5K Buy
+696
New +$57K ﹤0.01% 622

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

Root Financial Partners's IR Position: Q1 2026 in Review

Root Financial Partners increased its Ingersoll Rand (IR) stake by 4.2% in Q1 2026, buying an estimated $3.89K and bringing the position to 1,089 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Root Financial Partners first reported a position in IR in Q3 2025 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Root Financial Partners held 1,089 shares of Ingersoll Rand worth $87.3K as of Q1 2026.
  • Root Financial Partners bought 44 Ingersoll Rand shares in Q1 2026, an estimated $3.89K.
  • Ingersoll Rand made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #621 holding.
  • Root Financial Partners first reported a position in Ingersoll Rand in Q3 2025 and has held it in 3 quarters since.
  • 897 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.