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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 $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's IR Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 3,020 shares — an estimated $239K sold.

Valeo Financial Advisors first reported a position in IR in Q1 2020 and held it in 13 quarters. The position peaked at $240K in Q2 2024. 902 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,020 Ingersoll Rand shares in Q1 2026, an estimated $239K.
  • Valeo Financial Advisors first reported a position in Ingersoll Rand in Q1 2020 and held it in 13 quarters.
  • Valeo Financial Advisors's Ingersoll Rand position peaked at $240K in Q2 2024.
  • 902 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.