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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Running Oak Capital's IR Position: Q2 2026 in Review

Running Oak Capital reduced its Ingersoll Rand (IR) stake by 13% in Q2 2026, selling an estimated $1.59M and leaving 134,248 shares worth $11M. The position accounts for 1.88% of the portfolio, ranked #20.

Running Oak Capital first reported a position in IR in Q1 2020 and has held it in 11 quarters since. The position peaked at $16.3M in Q3 2025. 896 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Running Oak Capital held 134,248 shares of Ingersoll Rand worth $11M as of Q2 2026.
Running Oak Capital sold 20,557 Ingersoll Rand shares in Q2 2026, an estimated $1.59M.
Ingersoll Rand made up 1.88% of Running Oak Capital's portfolio in Q2 2026, its #20 holding.
Running Oak Capital first reported a position in Ingersoll Rand in Q1 2020 and has held it in 11 quarters since.
Running Oak Capital's Ingersoll Rand position peaked at $16.3M in Q3 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Running Oak Capital's 13F filing for Q2 2026, filed 30 Jul 2026.