Van Hulzen Asset Management’s Ingersoll Rand IR Stock Holding History

Van Hulzen Asset Management’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	$5.7M	Buy	+71,196	New	+$6.29M	0.42%	58
2025 Q1	–	Sell	-68,461	Closed	-$6.19M	–	684
2024 Q4	$6.19M	Buy	+68,461	New	+$6.82M	0.45%	59
2023 Q3	–	Sell	-3,072	Closed	-$201K	–	312
2023 Q2	$201K	Buy	+3,072	New	+$182K	0.02%	292
2023 Q1	–	Sell	-32,846	Closed	-$1.72M	–	312
2022 Q4	$1.72M	Buy	32,846 +152	+0.5%	+$7.76K	0.2%	97
2022 Q3	$1.41M	Sell	32,694 -324	-1%	-$15.3K	0.17%	101
2022 Q2	$1.39M	Sell	33,018 -1,280	-4%	-$58.3K	0.17%	102
2022 Q1	$1.73M	Buy	34,298 +539	+2%	+$28.9K	0.18%	94
2021 Q4	$2.09M	Buy	33,759 +1,982	+6%	+$113K	0.23%	83
2021 Q3	$1.6M	Buy	31,777 +446	+1%	+$22.7K	0.24%	74
2021 Q2	$1.53M	Buy	+31,331	New	+$1.54M	0.23%	74

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

Van Hulzen Asset Management's IR Position: Q1 2026 in Review

Van Hulzen Asset Management opened a new position in Ingersoll Rand (IR) in Q1 2026: 71,196 shares worth $5.7M. The stake represents 0.42% of the portfolio and ranks #58 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in IR as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in IR in Q2 2021 and has held it in 10 quarters since. The position peaked at $6.19M in Q4 2024. 898 funds tracked by Wall St. Rank hold IR as of Q1 2026.

Van Hulzen Asset Management held 71,196 shares of Ingersoll Rand worth $5.7M as of Q1 2026.
Ingersoll Rand was a new Van Hulzen Asset Management position in Q1 2026.
Ingersoll Rand made up 0.42% of Van Hulzen Asset Management's portfolio in Q1 2026, its #58 holding.
Van Hulzen Asset Management first reported a position in Ingersoll Rand in Q2 2021 and has held it in 10 quarters since.
Van Hulzen Asset Management's Ingersoll Rand position peaked at $6.19M in Q4 2024.
898 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.