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Ruedi Wealth Management’s Ingersoll Rand IR Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-199
Closed -$15.9K – 185
2025
Q1 		$15.9K Hold
199
– – 0.01% 137
2024
Q4 		$18K Hold
199
– – 0.01% 129
2024
Q3 		$19.5K Sell
199
-5
-2% -$465 0.01% 132
2024
Q2 		$18.5K Buy
204
+9
+5% +$827 0.01% 130
2024
Q1 		$18.5K Hold
195
– – 0.01% 126
2023
Q4 		$15.1K Hold
195
– – 0.01% 122
2023
Q3 		$12.4K Hold
195
– – 0.01% 124
2023
Q2 		$12.7K Hold
195
– – 0.01% 129
2023
Q1 		$11.3K Hold
195
– – 0.01% 148
2022
Q4 		$10.2K Buy
+195
New +$9.96K 0.01% 139

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ruedi Wealth Management's IR Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 199 shares — an estimated $15.9K sold.

Ruedi Wealth Management first reported a position in IR in Q4 2022 and held it in 10 quarters. The position peaked at $19.5K in Q3 2024. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 199 Ingersoll Rand shares in Q2 2025, an estimated $15.9K.
  • Ruedi Wealth Management first reported a position in Ingersoll Rand in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Ingersoll Rand position peaked at $19.5K in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.