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Worth Financial Advisory Group’s Ingersoll Rand IR Stock Holding History

Worth Financial Advisory 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
Q4 		– Sell
-2,440
Closed -$202K – 182
2025
Q3 		$202K Hold
2,440
– – 0.11% 148
2025
Q2 		$203K Buy
+2,440
New +$192K 0.12% 144

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Worth Financial Advisory Group's IR Position: Q4 2025 in Review

Worth Financial Advisory Group sold out of Ingersoll Rand (IR) in Q4 2025, closing a stake of 2,440 shares — an estimated $202K sold.

Worth Financial Advisory Group first reported a position in IR in Q2 2025 and held it in 2 quarters. The position peaked at $203K in Q2 2025. 891 funds tracked by Wall St. Rank hold IR as of Q4 2025.

  • Worth Financial Advisory Group reported no remaining Ingersoll Rand position as of Q4 2025 after selling out during the quarter.
  • Worth Financial Advisory Group sold 2,440 Ingersoll Rand shares in Q4 2025, an estimated $202K.
  • Worth Financial Advisory Group first reported a position in Ingersoll Rand in Q2 2025 and held it in 2 quarters.
  • Worth Financial Advisory Group's Ingersoll Rand position peaked at $203K in Q2 2025.
  • 891 funds tracked by Wall St. Rank held Ingersoll Rand as of Q4 2025.

Based on Worth Financial Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.