tru Independence’s Ingersoll Rand IR Stock Holding History

tru Independence’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	$212K	Sell	2,640 -3	-0.1%	-$265	0.1%	98
2025 Q4	$209K	Sell	2,643 -21	-0.8%	-$1.66K	0.05%	129
2025 Q3	$220K	Sell	2,664 -1,804	-40%	-$148K	0.06%	121
2025 Q2	$372K	Sell	4,468 -6	-0.1%	-$473	0.11%	93
2025 Q1	$358K	Buy	4,474 +1,261	+39%	+$110K	0.11%	91
2024 Q4	$291K	Buy	+3,213	New	+$320K	0.09%	95
2021 Q3	–	Sell	-781	Closed	-$38K	–	269
2021 Q2	$38K	Buy	+781	New	+$38.3K	0.01%	244
2021 Q1	–	Sell	-795	Closed	-$36	–	496
2020 Q4	$36	Buy	+795	New	+$32.9K	﹤0.01%	508
2020 Q3	–	Sell	-2,283	Closed	-$64	–	593
2020 Q2	$64	Sell	2,283 -18	-0.8%	-$508	0.01%	351
2020 Q1	$58	Sell	2,301 -70	-3%	-$2.22K	0.01%	290
2019 Q4	$61K	Buy	+2,371	New	+$77.8K	0.01%	355

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

tru Independence's IR Position: Q1 2026 in Review

tru Independence reduced its Ingersoll Rand (IR) stake by 0.11% in Q1 2026, selling an estimated $265 and leaving 2,640 shares worth $212K. The position accounts for 0.1% of the portfolio, ranked #98.

tru Independence first reported a position in IR in Q4 2019 and has held it in 11 quarters since. The position peaked at $372K in Q2 2025. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

tru Independence held 2,640 shares of Ingersoll Rand worth $212K as of Q1 2026.
tru Independence sold 3 Ingersoll Rand shares in Q1 2026, an estimated $265.
Ingersoll Rand made up 0.1% of tru Independence's portfolio in Q1 2026, its #98 holding.
tru Independence first reported a position in Ingersoll Rand in Q4 2019 and has held it in 11 quarters since.
tru Independence's Ingersoll Rand position peaked at $372K in Q2 2025.
896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.