VFA
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Valeo Financial Advisors’s Ingersoll Rand IR Stock Holding History

Valeo Financial 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
2026
Q1 		– Sell
-3,020
Closed -$239K – 828
2025
Q4 		$239K Buy
3,020
+298
+11% +$23.5K 0.01% 698
2025
Q3 		$225K Sell
2,722
-54
-2% -$4.43K 0.01% 723
2025
Q2 		$231K Buy
2,776
+241
+10% +$19K 0.01% 665
2025
Q1 		$203K Buy
2,535
+70
+3% +$6.1K 0.01% 641
2024
Q4 		$223K Buy
2,465
+19
+0.8% +$1.89K 0.01% 636
2024
Q3 		$240K Sell
2,446
-200
-8% -$18.6K 0.01% 597
2024
Q2 		$240K Buy
2,646
+196
+8% +$18K 0.01% 561
2024
Q1 		$227K Buy
+2,450
New +$210K 0.01% 580
2021
Q2 		– Sell
-1,825
Closed -$90K – 1152
2021
Q1 		$90K Sell
1,825
-52
-3% -$2.41K ﹤0.01% 660
2020
Q4 		$86K Buy
1,877
+1,730
+1,177% +$71.6K ﹤0.01% 616
2020
Q3 		$5K Sell
147
-10
-6% -$335 ﹤0.01% 1253
2020
Q2 		$4K Buy
157
+10
+7% +$282 ﹤0.01% 1593
2020
Q1 		$4K Buy
+147
New +$4.67K ﹤0.01% 1353

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