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Secured Retirement Advisors’s Ingersoll Rand IR Stock Holding History

Secured Retirement Advisors’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
Q1 		– Sell
-3,450
Closed -$312K – 140
2024
Q4 		$312K Buy
3,450
+25
+0.7% +$2.49K 0.18% 118
2024
Q3 		$336K Sell
3,425
-200
-6% -$18.6K 0.24% 90
2024
Q2 		$329K Hold
3,625
– – 0.26% 87
2024
Q1 		$344K Hold
3,625
– – 0.29% 85
2023
Q4 		$280K Buy
+3,625
New +$248K 0.27% 87

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Secured Retirement Advisors's IR Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 3,450 shares — an estimated $312K sold.

Secured Retirement Advisors first reported a position in IR in Q4 2023 and held it in 5 quarters. The position peaked at $344K in Q1 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 3,450 Ingersoll Rand shares in Q1 2025, an estimated $312K.
  • Secured Retirement Advisors first reported a position in Ingersoll Rand in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Ingersoll Rand position peaked at $344K in Q1 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.