Turtle Creek Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Turtle Creek Wealth Advisors’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 Q4	–	Sell	-2,552	Closed	-$211K	–	402
2025 Q3	$211K	Buy	+2,552	New	+$209K	0.02%	352
2024 Q1	–	Sell	-183	Closed	-$14.2K	–	501
2023 Q4	$14.2K	Buy	+183	New	+$12.5K	﹤0.01%	484

Other funds holding IR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's IR Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 2,552 shares — an estimated $211K sold.

Turtle Creek Wealth Advisors first reported a position in IR in Q4 2023 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 890 funds tracked by Wall St. Rank hold IR as of Q4 2025.

Turtle Creek Wealth Advisors reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 2,552 Ingersoll Rand shares in Q4 2025, an estimated $211K.
Turtle Creek Wealth Advisors first reported a position in Ingersoll Rand in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's Ingersoll Rand position peaked at $211K in Q3 2025.
890 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.