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Sigma Planning Corp’s Ingersoll Rand IR Stock Holding History

Sigma Planning Corp’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
-6,020
Closed -$477K – 1368
2025
Q4 		$477K Sell
6,020
-1,153
-16% -$91K 0.01% 807
2025
Q3 		$593K Sell
7,173
-1,198
-14% -$98.2K 0.02% 743
2025
Q2 		$696K Sell
8,371
-2,505
-23% -$197K 0.02% 643
2025
Q1 		$870K Sell
10,876
-162
-1% -$14.1K 0.03% 536
2024
Q4 		$999K Sell
11,038
-1,325
-11% -$132K 0.03% 487
2024
Q3 		$1.21M Buy
12,363
+1,249
+11% +$116K 0.04% 438
2024
Q2 		$1.01M Buy
11,114
+351
+3% +$32.3K 0.03% 483
2024
Q1 		$1.02M Buy
10,763
+7,107
+194% +$608K 0.03% 503
2023
Q4 		$283K Sell
3,656
-8,050
-69% -$550K 0.02% 645
2023
Q3 		$746K Sell
11,706
-137
-1% -$9.12K 0.03% 560
2023
Q2 		$774K Buy
11,843
+7,754
+190% +$458K 0.03% 558
2023
Q1 		$238K Hold
4,089
– – 0.01% 1106
2022
Q4 		$214K Sell
4,089
-948
-19% -$48.4K 0.01% 1111
2022
Q3 		$218K Hold
5,037
– – 0.01% 1082
2022
Q2 		$212K Sell
5,037
-128
-2% -$5.83K 0.01% 1139
2022
Q1 		$260K Hold
5,165
– – 0.01% 1129
2021
Q4 		$320K Sell
5,165
-92
-2% -$5.24K 0.01% 1051
2021
Q3 		$265K Sell
5,257
-149
-3% -$7.58K 0.01% 1126
2021
Q2 		$264K Buy
+5,406
New +$265K 0.01% 1148

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sigma Planning Corp's IR Position: Q1 2026 in Review

Sigma Planning Corp sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 6,020 shares — an estimated $477K sold.

Sigma Planning Corp first reported a position in IR in Q2 2021 and held it in 19 quarters. The position peaked at $1.21M in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Sigma Planning Corp reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 6,020 Ingersoll Rand shares in Q1 2026, an estimated $477K.
  • Sigma Planning Corp first reported a position in Ingersoll Rand in Q2 2021 and held it in 19 quarters.
  • Sigma Planning Corp's Ingersoll Rand position peaked at $1.21M in Q3 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.