Simplicity Wealth’s Ingersoll Rand IR Stock Holding History

Simplicity Wealth’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	$220K	Sell	2,749 -3	-0.1%	-$265	0.01%	692
2025 Q4	$218K	Sell	2,752 -63	-2%	-$4.97K	0.01%	651
2025 Q3	$233K	Buy	+2,815	New	+$231K	0.01%	638
2025 Q2	–	Sell	-3,784	Closed	-$303K	–	627
2025 Q1	$303K	Buy	+3,784	New	+$330K	0.02%	425
2024 Q3	–	Sell	-7,856	Closed	-$714K	–	834
2024 Q2	$714K	Buy	7,856 +1,776	+29%	+$163K	0.02%	630
2024 Q1	$577K	Buy	+6,080	New	+$520K	0.01%	680

Other funds holding IR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Simplicity Wealth's IR Position: Q1 2026 in Review

Simplicity Wealth reduced its Ingersoll Rand (IR) stake by 0.11% in Q1 2026, selling an estimated $265 and leaving 2,749 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #692.

Simplicity Wealth first reported a position in IR in Q1 2024 and has held it in 6 quarters since. The position peaked at $714K in Q2 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Simplicity Wealth held 2,749 shares of Ingersoll Rand worth $220K as of Q1 2026.
Simplicity Wealth sold 3 Ingersoll Rand shares in Q1 2026, an estimated $265.
Ingersoll Rand made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #692 holding.
Simplicity Wealth first reported a position in Ingersoll Rand in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's Ingersoll Rand position peaked at $714K in Q2 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.