ROC
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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
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

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BlackRock
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VCM
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Fidelity Investments
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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
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return