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Wood Tarver Financial Group’s Ingersoll Rand IR Stock Holding History

Wood Tarver Financial Group’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
-8
Closed – – 379
2025
Q2 		$0 Hold
8
– – ﹤0.01% 638
2025
Q1 		$641 Hold
8
– – ﹤0.01% 619
2024
Q4 		$0 Buy
+8
New +$796 ﹤0.01% 685

Other funds holding IR

Capital International Investors
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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

Wood Tarver Financial Group's IR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Ingersoll Rand (IR) in Q3 2025, closing a stake of 8 shares.

Wood Tarver Financial Group first reported a position in IR in Q4 2024 and held it in 3 quarters. The position peaked at $641 in Q1 2025. 880 funds tracked by Wall St. Rank hold IR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Ingersoll Rand position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 8 Ingersoll Rand shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Ingersoll Rand in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Ingersoll Rand position peaked at $641 in Q1 2025.
  • 880 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.