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Summit Financial’s Ingersoll Rand IR Stock Holding History

Summit Financial’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 		$213K Buy
+2,659
New +$235K ﹤0.01% 1323
2024
Q4 		– Sell
-2,070
Closed -$203K – 649
2024
Q3 		$203K Buy
+2,070
New +$192K 0.01% 524

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

Summit Financial's IR Position: Q1 2026 in Review

Summit Financial opened a new position in Ingersoll Rand (IR) in Q1 2026: 2,659 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Summit Financial previously reported a position in IR as recently as Q3 2024.

Summit Financial first reported a position in IR in Q3 2024 and has held it in 2 quarters since. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Summit Financial held 2,659 shares of Ingersoll Rand worth $213K as of Q1 2026.
  • Ingersoll Rand was a new Summit Financial position in Q1 2026.
  • Ingersoll Rand made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1323 holding.
  • Summit Financial first reported a position in Ingersoll Rand in Q3 2024 and has held it in 2 quarters since.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.