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Soltis Investment Advisors’s Ingersoll Rand IR Stock Holding History

Soltis Investment Advisors’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
Q4 		– Sell
-4,903
Closed -$405K – 538
2025
Q3 		$405K Buy
+4,903
New +$402K 0.03% 333

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Soltis Investment Advisors's IR Position: Q4 2025 in Review

Soltis Investment Advisors sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 4,903 shares — an estimated $405K sold.

Soltis Investment Advisors first reported a position in IR in Q3 2025 and held it in 1 quarter. The position peaked at $405K in Q3 2025. 890 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Soltis Investment Advisors reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 4,903 Ingersoll Rand shares in Q4 2025, an estimated $405K.
  • Soltis Investment Advisors first reported a position in Ingersoll Rand in Q3 2025 and held it in 1 quarter.
  • Soltis Investment Advisors's Ingersoll Rand position peaked at $405K in Q3 2025.
  • 890 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.