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 Q2	–	Sell	-66,104	Closed	-$5.3M	–	770
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

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

Shelton Capital Management's IR Position: Q2 2026 in Review

Shelton Capital Management sold out of Ingersoll Rand (IR) in Q2 2026, closing a stake of 66,104 shares — an estimated $5.3M sold.

Shelton Capital Management first reported a position in IR in Q1 2020 and held it in 15 quarters. The position peaked at $15.2M in Q3 2024. 894 funds tracked by Wall St. Rank hold IR as of Q2 2026.

Shelton Capital Management reported no remaining Ingersoll Rand position as of Q2 2026 after selling out during the quarter.
Shelton Capital Management sold 66,104 Ingersoll Rand shares in Q2 2026, an estimated $5.3M.
Shelton Capital Management first reported a position in Ingersoll Rand in Q1 2020 and held it in 15 quarters.
Shelton Capital Management's Ingersoll Rand position peaked at $15.2M in Q3 2024.
894 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.