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Symmetry Investments’s Ingersoll Rand IR Stock Holding History

Symmetry Investments’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 		$3.12M Buy
+38,983
New +$3.44M 0.34% 63
2025
Q4 		– Sell
-24,114
Closed -$1.99M – 172
2025
Q3 		$1.99M Sell
24,114
-145,166
-86% -$11.9M 0.1% 96
2025
Q2 		$14.1M Sell
169,280
-376,993
-69% -$29.7M 0.97% 11
2025
Q1 		$43.7M Buy
546,273
+525,408
+2,518% +$45.8M 3.03% 3
2024
Q4 		$1.89M Sell
20,865
-114,197
-85% -$11.4M 0.1% 108
2024
Q3 		$13.3M Buy
135,062
+41,373
+44% +$3.85M 1.86% 10
2024
Q2 		$8.51M Buy
93,689
+22,823
+32% +$2.1M 0.95% 26
2024
Q1 		$6.73M Sell
70,866
-203,506
-74% -$17.4M 0.4% 37
2023
Q4 		$21.2M Buy
274,372
+28,177
+11% +$1.93M 1.54% 9
2023
Q3 		$15.7M Sell
246,195
-172,905
-41% -$11.5M 3.2% 5
2023
Q2 		$27.4M Buy
419,100
+253,245
+153% +$15M 4.18% 4
2023
Q1 		$9.65M Sell
165,855
-309,936
-65% -$17.5M 2.29% 12
2022
Q4 		$24.9M Buy
475,791
+1,981
+0.4% +$101K 6.68% 3
2022
Q3 		$20.5M Buy
473,810
+275,621
+139% +$13M 4.62% 5
2022
Q2 		$8.34M Sell
198,189
-139,141
-41% -$6.33M 2% 14
2022
Q1 		$17M Buy
337,330
+216,259
+179% +$11.6M 2.48% 11
2021
Q4 		$7.49M Sell
121,071
-304,052
-72% -$17.3M 2.33% 15
2021
Q3 		$21.4M Buy
425,123
+71,958
+20% +$3.66M 3.26% 5
2021
Q2 		$17.2M Buy
353,165
+69,469
+24% +$3.41M 4.91% 4
2021
Q1 		$14M Buy
283,696
+253,696
+846% +$11.7M 3.37% 6
2020
Q4 		$1.37M Buy
+30,000
New +$1.24M 0.38% 39

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

Symmetry Investments's IR Position: Q1 2026 in Review

Symmetry Investments opened a new position in Ingersoll Rand (IR) in Q1 2026: 38,983 shares worth $3.12M. The stake represents 0.34% of the portfolio and ranks #63 among its holdings. This is a return to the name: Symmetry Investments previously reported a position in IR as recently as Q3 2025.

Symmetry Investments first reported a position in IR in Q4 2020 and has held it in 21 quarters since. The position peaked at $43.7M in Q1 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Symmetry Investments held 38,983 shares of Ingersoll Rand worth $3.12M as of Q1 2026.
  • Ingersoll Rand was a new Symmetry Investments position in Q1 2026.
  • Ingersoll Rand made up 0.34% of Symmetry Investments's portfolio in Q1 2026, its #63 holding.
  • Symmetry Investments first reported a position in Ingersoll Rand in Q4 2020 and has held it in 21 quarters since.
  • Symmetry Investments's Ingersoll Rand position peaked at $43.7M in Q1 2025.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.