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Waldron Private Wealth’s Ingersoll Rand IR Stock Holding History

Waldron Private Wealth’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
-2,506
Closed -$227K – 359
2024
Q4 		$227K Buy
2,506
+7
+0.3% +$697 0.01% 382
2024
Q3 		$245K Buy
2,499
+4
+0.2% +$372 0.01% 359
2024
Q2 		$227K Buy
2,495
+4
+0.2% +$368 0.01% 371
2024
Q1 		$237K Buy
+2,491
New +$213K 0.01% 365

Other funds holding IR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waldron Private Wealth's IR Position: Q1 2025 in Review

Waldron Private Wealth sold out of Ingersoll Rand (IR) in Q1 2025, closing a stake of 2,506 shares — an estimated $227K sold.

Waldron Private Wealth first reported a position in IR in Q1 2024 and held it in 4 quarters. The position peaked at $245K in Q3 2024. 861 funds tracked by Wall St. Rank hold IR as of Q1 2025.

  • Waldron Private Wealth reported no remaining Ingersoll Rand position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,506 Ingersoll Rand shares in Q1 2025, an estimated $227K.
  • Waldron Private Wealth first reported a position in Ingersoll Rand in Q1 2024 and held it in 4 quarters.
  • Waldron Private Wealth's Ingersoll Rand position peaked at $245K in Q3 2024.
  • 861 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.