Running Oak Capital
IR icon

Running Oak Capital’s Ingersoll Rand IR Stock Holding History

Running Oak Capital’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 		$10.4M Buy
139,014
+4,766
+4% +$379K 1.72% 31
2026
Q2 		$11M Sell
134,248
-20,557
-13% -$1.59M 1.88% 20
2026
Q1 		$12.4M Sell
154,805
-28,063
-15% -$2.48M 1.67% 48
2025
Q4 		$14.5M Sell
182,868
-14,068
-7% -$1.11M 1.82% 30
2025
Q3 		$16.3M Buy
196,936
+6,275
+3% +$514K 1.83% 31
2025
Q2 		$15.9M Buy
190,661
+11,673
+7% +$920K 1.76% 44
2025
Q1 		$14.3M Buy
178,988
+33,684
+23% +$2.93M 1.73% 47
2024
Q4 		$13.1M Buy
145,304
+4,230
+3% +$421K 1.72% 38
2024
Q3 		$13.8M Buy
141,074
+11,576
+9% +$1.08M 1.88% 12
2024
Q2 		$11.8M Buy
129,498
+5,128
+4% +$471K 1.82% 20
2024
Q1 		$11.8M Buy
+124,370
New +$10.6M 1.89% 15
2020
Q2 		– Sell
-34,954
Closed -$1.13M – 63
2020
Q1 		$1.13M Buy
+34,954
New +$1.11M 0.49% 56

Other funds holding IR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Running Oak Capital's IR Position: Q3 2026 in Review

Running Oak Capital increased its Ingersoll Rand (IR) stake by 3.6% in Q3 2026, buying an estimated $379K and bringing the position to 139,014 shares worth $10.4M. The position accounts for 1.72% of the portfolio, ranked #31.

Running Oak Capital first reported a position in IR in Q1 2020 and has held it in 12 quarters since. The position peaked at $16.3M in Q3 2025. 551 funds tracked by Wall St. Rank hold IR as of Q3 2026.

  • Running Oak Capital held 139,014 shares of Ingersoll Rand worth $10.4M as of Q3 2026.
  • Running Oak Capital bought 4,766 Ingersoll Rand shares in Q3 2026, an estimated $379K.
  • Ingersoll Rand made up 1.72% of Running Oak Capital's portfolio in Q3 2026, its #31 holding.
  • Running Oak Capital first reported a position in Ingersoll Rand in Q1 2020 and has held it in 12 quarters since.
  • Running Oak Capital's Ingersoll Rand position peaked at $16.3M in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2026.

Based on Running Oak Capital's 13F filing for Q3 2026, filed 4 Nov 2026.