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WealthTrak Capital Management’s Ingersoll Rand IR Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-50
Closed -$4.16K – 482
2025
Q2 		$4.16K Buy
50
+20
+67% +$1.58K ﹤0.01% 320
2025
Q1 		$2.4K Buy
30
+15
+100% +$1.31K ﹤0.01% 346
2024
Q4 		$1.36K Buy
+15
New +$1.49K ﹤0.01% 390

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

WealthTrak Capital Management's IR Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 50 shares — an estimated $4.16K sold.

WealthTrak Capital Management first reported a position in IR in Q4 2024 and held it in 3 quarters. The position peaked at $4.16K in Q2 2025. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 50 Ingersoll Rand shares in Q3 2025, an estimated $4.16K.
  • WealthTrak Capital Management first reported a position in Ingersoll Rand in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Ingersoll Rand position peaked at $4.16K in Q2 2025.
  • 880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.