Summit Securities Group’s Ingersoll Rand IR Stock Holding History

Summit Securities Group’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	$4.65K	Sell	58 -477	-89%	-$42.1K	﹤0.01%	814
2025 Q4	$42.4K	Sell	535 -88	-14%	-$6.95K	0.01%	650
2025 Q3	$51.5K	Buy	623 +352	+130%	+$28.9K	0.01%	558
2025 Q2	$22.5K	Buy	+271	New	+$21.4K	﹤0.01%	697
2023 Q3	–	Sell	-528	Closed	-$35K	–	793
2023 Q2	$35K	Sell	528 -265	-33%	-$15.7K	﹤0.01%	497
2023 Q1	$46K	Buy	793 +384	+94%	+$21.6K	﹤0.01%	442
2022 Q4	$21K	Sell	409 -925	-69%	-$47.2K	﹤0.01%	893
2022 Q3	$58K	Buy	1,334 +484	+57%	+$22.8K	﹤0.01%	596
2022 Q2	$36K	Buy	850 +682	+406%	+$31K	﹤0.01%	636
2022 Q1	$8K	Buy	+168	New	+$9K	﹤0.01%	880
2021 Q1	–	Sell	-8,712	Closed	-$397K	–	663
2020 Q4	$397K	Buy	+8,712	New	+$361K	0.03%	400

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

Summit Securities Group's IR Position: Q1 2026 in Review

Summit Securities Group reduced its Ingersoll Rand (IR) stake by 89% in Q1 2026, selling an estimated $42.1K and leaving 58 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Summit Securities Group first reported a position in IR in Q4 2020 and has held it in 11 quarters since. The position peaked at $397K in Q4 2020. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Summit Securities Group held 58 shares of Ingersoll Rand worth $4.65K as of Q1 2026.
Summit Securities Group sold 477 Ingersoll Rand shares in Q1 2026, an estimated $42.1K.
Ingersoll Rand made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #814 holding.
Summit Securities Group first reported a position in Ingersoll Rand in Q4 2020 and has held it in 11 quarters since.
Summit Securities Group's Ingersoll Rand position peaked at $397K in Q4 2020.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.