Ingersoll Rand Inc.
IT ˙ BIT ˙ US45687V1061
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
71,16 € 0,00 (0,00%)
2025-06-13
DEL PRIS
SecurityIT:1IR / Ingersoll Rand Inc.
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership11,845 shares
Latest Disclosed Value $ 949,054
HB Wealth Management, LLC reports 17.97% increase in ownership of 1IR / Ingersoll Rand Inc.

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,845 shares of Ingersoll Rand Inc. (IT:1IR) valued at $949,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 10,041 shares of Ingersoll Rand Inc.. This represents a change in shares of 17.97% during the quarter. The current value of the position is $842,890 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F INGERSOLL RAND COM 45687V106 11,845 1,804 17.97 949 19.37 0.0061
2026-01-28 2025-12-31 13F INGERSOLL RAND COM 45687V106 10,041 436 4.54 795 0.25 0.0051
2025-10-23 2025-09-30 13F INGERSOLL RAND COM 45687V106 9,605 614 6.83 794 6.16 0.0054
2025-07-17 2025-06-30 13F INGERSOLL RAND COM 45687V106 8,991 -221 -2.40 748 1.36 0.0059
2025-05-07 2025-03-31 13F INGERSOLL RAND COM 45687V106 9,212 1,204 15.03 737 1.80 0.0062
2025-01-15 2024-12-31 13F INGERSOLL RAND COM 45687V106 8,008 513 6.84 724 -1.50 0.0074
2024-10-15 2024-09-30 13F INGERSOLL RAND COM 45687V106 7,495 982 15.08 736 24.37 0.0079
2024-07-26 2024-06-30 13F INGERSOLL RAND COM 45687V106 6,513 1,691 35.07 592 29.32 0.0069
2024-04-30 2024-03-31 13F INGERSOLL RAND COM 45687V106 4,822 1,021 26.86 458 55.97 0.0058
2024-01-16 2023-12-31 13F INGERSOLL RAND COM 45687V106 3,801 360 10.46 294 33.79 0.0042
2023-10-13 2023-09-30 13F INGERSOLL RAND COM 45687V106 3,441 3,441 219 0.0035
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.