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SageView Advisory Group’s Ingersoll Rand IR Stock Holding History

SageView Advisory Group’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 		– Sell
-1,511
Closed -$120K – 1484
2025
Q4 		$120K Buy
+1,511
New +$119K ﹤0.01% 771
2025
Q2 		– Sell
-3,195
Closed -$256K – 627
2025
Q1 		$256K Sell
3,195
-628
-16% -$54.7K 0.01% 514
2024
Q4 		$346K Buy
+3,823
New +$381K 0.01% 414

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SageView Advisory Group's IR Position: Q1 2026 in Review

SageView Advisory Group sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 1,511 shares — an estimated $120K sold.

SageView Advisory Group first reported a position in IR in Q4 2024 and held it in 3 quarters. The position peaked at $346K in Q4 2024. 902 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • SageView Advisory Group reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,511 Ingersoll Rand shares in Q1 2026, an estimated $120K.
  • SageView Advisory Group first reported a position in Ingersoll Rand in Q4 2024 and held it in 3 quarters.
  • SageView Advisory Group's Ingersoll Rand position peaked at $346K in Q4 2024.
  • 902 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.