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Steward Partners Investment Advisory’s Ingersoll Rand IR Stock Holding History

Steward Partners Investment Advisory’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 		$1.84M Buy
22,965
+5,870
+34% +$518K 0.01% 895
2025
Q4 		$1.35M Buy
17,095
+10,487
+159% +$828K 0.01% 934
2025
Q3 		$546K Buy
6,608
+23
+0.3% +$1.89K ﹤0.01% 1323
2025
Q2 		$548K Sell
6,585
-207
-3% -$16.3K ﹤0.01% 1254
2025
Q1 		$544K Sell
6,792
-171
-2% -$14.9K ﹤0.01% 1182
2024
Q4 		$630K Sell
6,963
-329
-5% -$32.8K 0.01% 1055
2024
Q3 		$716K Buy
7,292
+3,110
+74% +$289K 0.01% 975
2024
Q2 		$380K Sell
4,182
-24
-0.6% -$2.21K ﹤0.01% 1181
2024
Q1 		$399K Buy
4,206
+113
+3% +$9.67K ﹤0.01% 1151
2023
Q4 		$317K Buy
4,093
+7
+0.2% +$479 ﹤0.01% 1193
2023
Q3 		$260K Buy
4,086
+16
+0.4% +$1.06K ﹤0.01% 1176
2023
Q2 		$266K Buy
4,070
+1,067
+36% +$63.1K ﹤0.01% 1168
2023
Q1 		$175K Sell
3,003
-76
-2% -$4.28K ﹤0.01% 1351
2022
Q4 		$161K Sell
3,079
-16
-0.5% -$817 ﹤0.01% 1337
2022
Q3 		$134K Sell
3,095
-394
-11% -$18.6K ﹤0.01% 1373
2022
Q2 		$147K Sell
3,489
-321
-8% -$14.6K ﹤0.01% 1332
2022
Q1 		$192K Sell
3,810
-1,143
-23% -$61.2K ﹤0.01% 1312
2021
Q4 		$306K Buy
4,953
+1,183
+31% +$67.4K ﹤0.01% 1131
2021
Q3 		$190K Buy
3,770
+1,887
+100% +$96K ﹤0.01% 1290
2021
Q2 		$92K Sell
1,883
-543
-22% -$26.6K ﹤0.01% 2388
2021
Q1 		$119K Buy
2,426
+260
+12% +$12K ﹤0.01% 1535
2020
Q4 		$99K Buy
2,166
+133
+7% +$5.5K ﹤0.01% 1364
2020
Q3 		$72K Buy
2,033
+677
+50% +$22.7K ﹤0.01% 1344
2020
Q2 		$38K Sell
1,356
-942
-41% -$26.6K ﹤0.01% 1528
2020
Q1 		$56K Buy
2,298
+2,296
+114,800% +$72.9K ﹤0.01% 1213
2019
Q4 		$0 Sell
2
-1
-33% -$33 ﹤0.01% 2662
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2686
2019
Q2 		$0 Buy
+3
New +$97 ﹤0.01% 2647

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

Steward Partners Investment Advisory's IR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Ingersoll Rand (IR) stake by 34% in Q1 2026, buying an estimated $518K and bringing the position to 22,965 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #895.

Steward Partners Investment Advisory first reported a position in IR in Q2 2019 and has held it in 28 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Steward Partners Investment Advisory held 22,965 shares of Ingersoll Rand worth $1.84M as of Q1 2026.
  • Steward Partners Investment Advisory bought 5,870 Ingersoll Rand shares in Q1 2026, an estimated $518K.
  • Ingersoll Rand made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #895 holding.
  • Steward Partners Investment Advisory first reported a position in Ingersoll Rand in Q2 2019 and has held it in 28 quarters since.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.