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SVB Wealth’s Ingersoll Rand IR Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,585
Closed -$127K – 1047
2025
Q1 		$127K Sell
1,585
-823
-34% -$71.7K 0.01% 371
2024
Q4 		$218K Buy
+2,408
New +$240K ﹤0.01% 659
2024
Q3 		– Sell
-2,598
Closed -$236K – 306
2024
Q2 		$236K Sell
2,598
-704
-21% -$64.7K 0.01% 630
2024
Q1 		$314K Buy
+3,302
New +$282K 0.01% 613
2023
Q2 		– Sell
-3,552
Closed -$207K – 960
2023
Q1 		$207K Sell
3,552
-1,031
-22% -$58.1K ﹤0.01% 870
2022
Q4 		$239K Buy
+4,583
New +$234K ﹤0.01% 844
2020
Q2 		– Sell
-10,004
Closed -$248K – 662
2020
Q1 		$248K Buy
+10,004
New +$318K 0.01% 423

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SVB Wealth's IR Position: Q2 2025 in Review

SVB Wealth sold out of Ingersoll Rand (IR) in Q2 2025, closing a stake of 1,585 shares — an estimated $127K sold.

SVB Wealth first reported a position in IR in Q1 2020 and held it in 7 quarters. The position peaked at $314K in Q1 2024. 868 funds tracked by Wall St. Rank hold IR as of Q2 2025.

  • SVB Wealth reported no remaining Ingersoll Rand position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,585 Ingersoll Rand shares in Q2 2025, an estimated $127K.
  • SVB Wealth first reported a position in Ingersoll Rand in Q1 2020 and held it in 7 quarters.
  • SVB Wealth's Ingersoll Rand position peaked at $314K in Q1 2024.
  • 868 funds tracked by Wall St. Rank held Ingersoll Rand as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.