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Waterfront Wealth’s Ingersoll Rand IR Stock Holding History

Waterfront 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
Q3 		– Sell
-11,030
Closed -$917K – 275
2025
Q2 		$917K Sell
11,030
-380
-3% -$29.9K 0.21% 143
2025
Q1 		$913K Buy
11,410
+18
+0.2% +$1.57K 0.22% 143
2024
Q4 		$1.03M Buy
11,392
+220
+2% +$21.9K 0.25% 128
2024
Q3 		$1.08M Buy
11,172
+183
+2% +$17K 0.27% 118
2024
Q2 		$998K Buy
10,989
+260
+2% +$23.9K 0.27% 118
2024
Q1 		$994K Buy
10,729
+363
+4% +$31K 0.28% 108
2023
Q4 		$802K Buy
10,366
+303
+3% +$20.7K 0.24% 129
2023
Q3 		$599K Buy
10,063
+406
+4% +$27K 0.2% 147
2023
Q2 		$633K Buy
9,657
+626
+7% +$37K 0.19% 150
2023
Q1 		$525K Buy
9,031
+455
+5% +$25.6K 0.17% 156
2022
Q4 		$477K Buy
8,576
+474
+6% +$24.2K 0.16% 168
2022
Q3 		$400K Sell
8,102
-2,687
-25% -$127K 0.15% 167
2022
Q2 		$454K Buy
10,789
+4,683
+77% +$213K 0.18% 149
2022
Q1 		$290K Buy
+6,106
New +$327K 0.1% 193

Other funds holding IR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waterfront Wealth's IR Position: Q3 2025 in Review

Waterfront Wealth sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 11,030 shares — an estimated $917K sold.

Waterfront Wealth first reported a position in IR in Q1 2022 and held it in 14 quarters. The position peaked at $1.08M in Q3 2024. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • Waterfront Wealth reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
  • Waterfront Wealth sold 11,030 Ingersoll Rand shares in Q3 2025, an estimated $917K.
  • Waterfront Wealth first reported a position in Ingersoll Rand in Q1 2022 and held it in 14 quarters.
  • Waterfront Wealth's Ingersoll Rand position peaked at $1.08M in Q3 2024.
  • 880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Waterfront Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.