Sunbelt Securities’s Ingersoll Rand IR Stock Holding History

Sunbelt Securities’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	$12.8K	Sell	160 -52	-25%	-$4.59K	﹤0.01%	1434
2025 Q4	$16.8K	Buy	212 +50	+31%	+$3.95K	﹤0.01%	1302
2025 Q3	$13.4K	Sell	162 -42	-21%	-$3.44K	﹤0.01%	1374
2025 Q2	$18.5K	Buy	204 +29	+17%	+$2.29K	﹤0.01%	1185
2025 Q1	$14K	Sell	175 -29	-14%	-$2.53K	﹤0.01%	1197
2024 Q4	$18.5K	Sell	204 -35	-15%	-$3.48K	﹤0.01%	1187
2024 Q3	$23.5K	Buy	239 +59	+33%	+$5.48K	﹤0.01%	1133
2024 Q2	$16.4K	Hold	180	–	–	﹤0.01%	1163
2024 Q1	$17.1K	Hold	180	–	–	﹤0.01%	1121
2023 Q4	$13.9K	Hold	180	–	–	﹤0.01%	1101
2023 Q3	$11.5K	Hold	180	–	–	﹤0.01%	1121
2023 Q2	$11.8K	Hold	180	–	–	﹤0.01%	1139
2023 Q1	$10.3K	Buy	+180	New	+$10.1K	﹤0.01%	1123
2020 Q2	–	Sell	-8,133	Closed	-$806K	–	332
2020 Q1	$806K	Buy	+8,133	New	+$258K	0.03%	166

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

Sunbelt Securities's IR Position: Q1 2026 in Review

Sunbelt Securities reduced its Ingersoll Rand (IR) stake by 25% in Q1 2026, selling an estimated $4.59K and leaving 160 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Sunbelt Securities first reported a position in IR in Q1 2020 and has held it in 14 quarters since. The position peaked at $806K in Q1 2020. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Sunbelt Securities held 160 shares of Ingersoll Rand worth $12.8K as of Q1 2026.
Sunbelt Securities sold 52 Ingersoll Rand shares in Q1 2026, an estimated $4.59K.
Ingersoll Rand made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1434 holding.
Sunbelt Securities first reported a position in Ingersoll Rand in Q1 2020 and has held it in 14 quarters since.
Sunbelt Securities's Ingersoll Rand position peaked at $806K in Q1 2020.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.