TAFW
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Tred Avon Family Wealth’s Ingersoll Rand IR Stock Holding History

Tred Avon Family 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
2026
Q1 		$256K Buy
3,196
+4
+0.1% +$353 0.09% 239
2025
Q4 		$253K Hold
3,192
– – 0.08% 231
2025
Q3 		$264K Buy
+3,192
New +$262K 0.09% 218

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

Tred Avon Family Wealth's IR Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Ingersoll Rand (IR) stake by 0.13% in Q1 2026, buying an estimated $353 and bringing the position to 3,196 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #239.

Tred Avon Family Wealth first reported a position in IR in Q3 2025 and has held it in 3 quarters since. The position peaked at $264K in Q3 2025. 898 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Tred Avon Family Wealth held 3,196 shares of Ingersoll Rand worth $256K as of Q1 2026.
  • Tred Avon Family Wealth bought 4 Ingersoll Rand shares in Q1 2026, an estimated $353.
  • Ingersoll Rand made up 0.09% of Tred Avon Family Wealth's portfolio in Q1 2026, its #239 holding.
  • Tred Avon Family Wealth first reported a position in Ingersoll Rand in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Ingersoll Rand position peaked at $264K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.