Sowell Financial Services’s Ingersoll Rand IR Stock Holding History

Sowell Financial Services’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	$202K	Sell	2,521 -489	-16%	-$43.2K	0.01%	1047
2025 Q4	$238K	Sell	3,010 -26	-0.9%	-$2.05K	0.01%	932
2025 Q3	$251K	Buy	3,036 +74	+2%	+$6.07K	0.01%	891
2025 Q2	$246K	Sell	2,962 -306	-9%	-$24.1K	0.01%	873
2025 Q1	$262K	Buy	+3,268	New	+$285K	0.01%	824
2021 Q2	–	Sell	-8,131	Closed	-$403K	–	1600
2021 Q1	$403K	Sell	8,131 -1,033	-11%	-$47.8K	0.01%	725
2020 Q4	$418K	Sell	9,164 -90	-1%	-$3.72K	0.02%	572
2020 Q3	$329K	Buy	9,254 +1,219	+15%	+$40.8K	0.02%	583
2020 Q2	$226K	Buy	8,035 +4,338	+117%	+$123K	0.01%	677
2020 Q1	$92K	Buy	3,697 +3,655	+8,702%	+$116K	0.01%	872
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	2205
2019 Q3	$1K	Buy	+42	New	+$1.3K	﹤0.01%	2255

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

Sowell Financial Services's IR Position: Q1 2026 in Review

Sowell Financial Services reduced its Ingersoll Rand (IR) stake by 16% in Q1 2026, selling an estimated $43.2K and leaving 2,521 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1047.

Sowell Financial Services first reported a position in IR in Q3 2019 and has held it in 12 quarters since. The position peaked at $418K in Q4 2020. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Sowell Financial Services held 2,521 shares of Ingersoll Rand worth $202K as of Q1 2026.
Sowell Financial Services sold 489 Ingersoll Rand shares in Q1 2026, an estimated $43.2K.
Ingersoll Rand made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #1047 holding.
Sowell Financial Services first reported a position in Ingersoll Rand in Q3 2019 and has held it in 12 quarters since.
Sowell Financial Services's Ingersoll Rand position peaked at $418K in Q4 2020.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.