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Whittier Trust’s Ingersoll Rand IR Stock Holding History

Whittier Trust’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 		$105K Sell
1,330
-238
-15% -$21K ﹤0.01% 700
2025
Q4 		$131K Sell
1,568
-100
-6% -$7.89K ﹤0.01% 685
2025
Q3 		$140K Buy
1,668
+131
+9% +$10.7K ﹤0.01% 655
2025
Q2 		$128K Sell
1,537
-228
-13% -$18K ﹤0.01% 738
2025
Q1 		$141K Sell
1,765
-86
-5% -$7.49K ﹤0.01% 715
2024
Q4 		$167K Buy
1,851
+314
+20% +$31.3K ﹤0.01% 696
2024
Q3 		$151K Hold
1,537
– – ﹤0.01% 718
2024
Q2 		$140K Hold
1,537
– – ﹤0.01% 707
2024
Q1 		$146K Sell
1,537
-88
-5% -$7.53K ﹤0.01% 717
2023
Q4 		$126K Sell
1,625
-24
-1% -$1.64K ﹤0.01% 722
2023
Q3 		$105K Sell
1,649
-59
-3% -$3.93K ﹤0.01% 764
2023
Q2 		$112K Sell
1,708
-60
-3% -$3.55K ﹤0.01% 760
2023
Q1 		$103K Sell
1,768
-916
-34% -$51.6K ﹤0.01% 800
2022
Q4 		$140K Hold
2,684
– – ﹤0.01% 727
2022
Q3 		$116K Hold
2,684
– – ﹤0.01% 759
2022
Q2 		$113K Hold
2,684
– – ﹤0.01% 759
2022
Q1 		$135K Buy
2,684
+60
+2% +$3.21K ﹤0.01% 753
2021
Q4 		$162K Hold
2,624
– – ﹤0.01% 717
2021
Q3 		$132K Sell
2,624
-838
-24% -$42.6K ﹤0.01% 720
2021
Q2 		$169K Hold
3,462
– – ﹤0.01% 686
2021
Q1 		$170K Buy
3,462
+242
+8% +$11.2K ﹤0.01% 668
2020
Q4 		$147K Buy
3,220
+4
+0.1% +$166 ﹤0.01% 649
2020
Q3 		$114K Sell
3,216
-88
-3% -$2.95K ﹤0.01% 679
2020
Q2 		$93K Sell
3,304
-313
-9% -$8.84K ﹤0.01% 687
2020
Q1 		$90K Buy
+3,617
New +$115K ﹤0.01% 679

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Whittier Trust's IR Position: Q1 2026 in Review

Whittier Trust reduced its Ingersoll Rand (IR) stake by 15% in Q1 2026, selling an estimated $21K and leaving 1,330 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Whittier Trust first reported a position in IR in Q1 2020 and has held it in 25 quarters since. The position peaked at $170K in Q1 2021. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Whittier Trust held 1,330 shares of Ingersoll Rand worth $105K as of Q1 2026.
  • Whittier Trust sold 238 Ingersoll Rand shares in Q1 2026, an estimated $21K.
  • Ingersoll Rand made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #700 holding.
  • Whittier Trust first reported a position in Ingersoll Rand in Q1 2020 and has held it in 25 quarters since.
  • Whittier Trust's Ingersoll Rand position peaked at $170K in Q1 2021.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.