Summit Trail Advisors’s Ingersoll Rand IR Stock Holding History

Summit Trail 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	$2.39M	Buy	29,810 +144	+0.5%	+$12.7K	0.03%	417
2025 Q4	$2.35M	Sell	29,666 -4,372	-13%	-$345K	0.04%	321
2025 Q3	$2.81M	Buy	34,038 +23,241	+215%	+$1.9M	0.04%	276
2025 Q2	$898K	Buy	+10,797	New	+$851K	0.02%	516
2018 Q1	–	Sell	-385	Closed	-$14K	–	1046
2017 Q4	$14K	Buy	+385	New	+$11.5K	﹤0.01%	1132

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 Trail Advisors's IR Position: Q1 2026 in Review

Summit Trail Advisors increased its Ingersoll Rand (IR) stake by 0.49% in Q1 2026, buying an estimated $12.7K and bringing the position to 29,810 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #417.

Summit Trail Advisors first reported a position in IR in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.81M in Q3 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Summit Trail Advisors held 29,810 shares of Ingersoll Rand worth $2.39M as of Q1 2026.
Summit Trail Advisors bought 144 Ingersoll Rand shares in Q1 2026, an estimated $12.7K.
Ingersoll Rand made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #417 holding.
Summit Trail Advisors first reported a position in Ingersoll Rand in Q4 2017 and has held it in 5 quarters since.
Summit Trail Advisors's Ingersoll Rand position peaked at $2.81M in Q3 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.