Strategic Advisors’s Ingersoll Rand IR Stock Holding History

Strategic 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
2026 Q1	$345K	Hold	4,309	–	–	0.06%	154
2025 Q4	$341K	Hold	4,309	–	–	0.05%	150
2025 Q3	$356K	Hold	4,309	–	–	0.06%	154
2025 Q2	$358K	Hold	4,309	–	–	0.07%	136
2025 Q1	$345K	Sell	4,309 -72	-2%	-$6.27K	0.07%	153
2024 Q4	$396K	Hold	4,381	–	–	0.07%	148
2024 Q3	$430K	Sell	4,381 -20	-0.5%	-$1.86K	0.08%	153
2024 Q2	$400K	Hold	4,401	–	–	0.08%	150
2024 Q1	$418K	Hold	4,401	–	–	0.08%	151
2023 Q4	$340K	Buy	+4,401	New	+$301K	0.06%	161
2023 Q3	–	Sell	-4,329	Closed	-$283K	–	198
2023 Q2	$283K	Hold	4,329	–	–	0.05%	163
2023 Q1	$252K	Hold	4,329	–	–	0.05%	178
2022 Q4	$226K	Buy	+4,329	New	+$221K	0.05%	173
2022 Q2	–	Sell	-4,328	Closed	-$217K	–	196
2022 Q1	$217K	Hold	4,328	–	–	0.04%	179
2021 Q4	$267K	Hold	4,328	–	–	0.04%	172
2021 Q3	$218K	Hold	4,328	–	–	0.05%	172
2021 Q2	$211K	Hold	4,328	–	–	0.05%	157
2021 Q1	$212K	Buy	+4,328	New	+$200K	0.06%	144

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

Strategic Advisors's IR Position: Q1 2026 in Review

Strategic Advisors held its Ingersoll Rand (IR) position steady in Q1 2026 at 4,309 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #154.

Strategic Advisors first reported a position in IR in Q1 2021 and has held it in 18 quarters since. The position peaked at $430K in Q3 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Strategic Advisors held 4,309 shares of Ingersoll Rand worth $345K as of Q1 2026.
Strategic Advisors left its Ingersoll Rand share count unchanged in Q1 2026.
Ingersoll Rand made up 0.06% of Strategic Advisors's portfolio in Q1 2026, its #154 holding.
Strategic Advisors first reported a position in Ingersoll Rand in Q1 2021 and has held it in 18 quarters since.
Strategic Advisors's Ingersoll Rand position peaked at $430K in Q3 2024.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.