IR INGERSOLL RAND INC

Ownership history in CreativeOne Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in INGERSOLL RAND INC (IR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q2)
Avg. % of fund
0.02%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,400 -607 -12.1% 0.01% $364K $82.58
2025 Q2 REDUCED 5,007 -817 -14.0% 0.01% $416K $83.12
2025 Q1 ADDED 5,824 +1,637 +39.1% 0.01% $466K $79.95
2024 Q4 ADDED 4,187 +1,443 +52.6% 0.01% $379K $90.35
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IR price (monthly, adj. close)
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