Root Financial Partners
IR icon

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
Q3 		$88K Buy
+1,172
New +$93.3K ﹤0.01% 796
2026
Q2 		– Sell
-1,089
Closed -$87.3K – 1787
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

Root Financial Partners's IR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ingersoll Rand (IR) in Q3 2026: 1,172 shares worth $88K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IR as recently as Q1 2026.

Root Financial Partners first reported a position in IR in Q3 2025 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Root Financial Partners held 1,172 shares of Ingersoll Rand worth $88K as of Q3 2026.
  • Ingersoll Rand was a new Root Financial Partners position in Q3 2026.
  • Ingersoll Rand made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #796 holding.
  • Root Financial Partners first reported a position in Ingersoll Rand in Q3 2025 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.