Venturi Wealth Management’s Ingersoll Rand IR Stock Holding History

Venturi Wealth 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
2025 Q1	–	Sell	-1,093	Closed	-$98.9K	–	1213
2024 Q4	$98.9K	Buy	+1,093	New	+$109K	﹤0.01%	785

Other funds holding IR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Venturi Wealth Management's IR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 1,093 shares — an estimated $98.9K sold.

Venturi Wealth Management first reported a position in IR in Q4 2024 and held it in 1 quarter. The position peaked at $98.9K in Q4 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

Venturi Wealth Management reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 1,093 Ingersoll Rand shares in Q1 2025, an estimated $98.9K.
Venturi Wealth Management first reported a position in Ingersoll Rand in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's Ingersoll Rand position peaked at $98.9K in Q4 2024.
861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.