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Wealthspire Advisors (New York)’s Ingersoll Rand IR Stock Holding History

Wealthspire Advisors (New York)’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
-4,441
Closed -$352K – 1021
2025
Q4 		$352K Buy
4,441
+1,967
+80% +$155K ﹤0.01% 735
2025
Q3 		$204K Sell
2,474
-225
-8% -$18.4K ﹤0.01% 786
2025
Q2 		$225K Buy
2,699
+180
+7% +$14.2K ﹤0.01% 750
2025
Q1 		$202K Buy
2,519
+174
+7% +$15.2K ﹤0.01% 745
2024
Q4 		$212K Buy
2,345
+34
+1% +$3.38K ﹤0.01% 735
2024
Q3 		$227K Buy
2,311
+43
+2% +$4K ﹤0.01% 682
2024
Q2 		$206K Buy
2,268
+119
+6% +$10.9K ﹤0.01% 616
2024
Q1 		$204K Buy
+2,149
New +$184K ﹤0.01% 602
2022
Q3 		– Sell
-5,684
Closed -$239K – 529
2022
Q2 		$239K Buy
+5,684
New +$259K 0.01% 446

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s IR Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Ingersoll Rand (IR) in Q1 2026, closing a stake of 4,441 shares — an estimated $352K sold.

Wealthspire Advisors (New York) first reported a position in IR in Q2 2022 and held it in 9 quarters. The position peaked at $352K in Q4 2025. 900 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Ingersoll Rand position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,441 Ingersoll Rand shares in Q1 2026, an estimated $352K.
  • Wealthspire Advisors (New York) first reported a position in Ingersoll Rand in Q2 2022 and held it in 9 quarters.
  • Wealthspire Advisors (New York)'s Ingersoll Rand position peaked at $352K in Q4 2025.
  • 900 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.