SMART Wealth’s Ingersoll Rand IR Stock Holding History

SMART 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
2025 Q1	–	Sell	-5,208	Closed	-$471K	–	163
2024 Q4	$471K	Buy	+5,208	New	+$519K	0.17%	107

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

SMART Wealth's IR Position: Q1 2025 in Review

SMART Wealth sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 5,208 shares — an estimated $471K sold.

SMART Wealth first reported a position in IR in Q4 2024 and held it in 1 quarter. The position peaked at $471K in Q4 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

SMART Wealth reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
SMART Wealth sold 5,208 Ingersoll Rand shares in Q1 2025, an estimated $471K.
SMART Wealth first reported a position in Ingersoll Rand in Q4 2024 and held it in 1 quarter.
SMART Wealth's Ingersoll Rand position peaked at $471K in Q4 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.