Shelton Capital Management’s Ingersoll Rand IR Stock Holding History

Shelton Capital Management’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	$5.3M	Sell	66,104 -374	-0.6%	-$33K	0.12%	138
2025 Q4	$5.27M	Buy	66,478 +24,900	+60%	+$1.97M	0.1%	156
2025 Q3	$3.44M	Sell	41,578 -900	-2%	-$73.8K	0.07%	174
2025 Q2	$3.53M	Sell	42,478 -114,700	-73%	-$9.04M	0.08%	183
2025 Q1	$12.6M	Sell	157,178 -1,917	-1%	-$167K	0.3%	86
2024 Q4	$14.4M	Buy	159,095 +3,900	+3%	+$388K	0.36%	60
2024 Q3	$15.2M	Buy	155,195 +47,700	+44%	+$4.43M	0.39%	54
2024 Q2	$9.76M	Buy	107,495 +9,800	+10%	+$901K	0.27%	88
2024 Q1	$9.28M	Buy	+97,695	New	+$8.36M	0.26%	86
2021 Q3	–	Sell	-84,016	Closed	-$4.1M	–	828
2021 Q2	$4.1M	Hold	84,016	–	–	0.15%	146
2021 Q1	$4.13M	Hold	84,016	–	–	0.14%	147
2020 Q4	$3.83M	Sell	84,016 -2,600	-3%	-$108K	0.17%	123
2020 Q3	$3.08M	Hold	86,616	–	–	0.13%	181
2020 Q2	$2.44M	Hold	86,616	–	–	0.13%	150
2020 Q1	$2.15M	Buy	+86,616	New	+$2.75M	0.16%	127

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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