Crestwood Advisors Group, LLC

Position in IR — Ingersoll Rand Inc.

CIK 1426853 BOSTON, MA

Position in IR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$1,447,528

+$37,967 QoQ

Shares Held

18,067

+1.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Crestwood Advisors Group, LLC holds $82,339,122 across 17 Specialty Industrial Machinery names. IR ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	405,001	$48,397,619
2	GEV	GE Vernova Inc.	9,029	$7,881,413
3	EMR	Emerson Electric Co	47,158	$6,178,641
4	ETN	Eaton Corp plc	15,339	$5,486,300
5	PH	Parker-Hannifin Corp	5,039	$4,511,114
6	AME	Ametek Inc/	8,475	$1,816,701
7	CMI	Cummins Inc	3,049	$1,640,422
8	IR	Ingersoll Rand Inc. This page	18,067	$1,447,528

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,447,528	18,067	+1.5%	Shares	Sole	2026-05-05
2025-12-31	$1,409,561	17,793	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$1,468,405	17,773	-7.7%	Shares	Sole	2025-11-07
2025-06-30	$1,601,048	19,248	+2.5%	Shares	Sole	2025-08-05
2025-03-31	$1,503,123	18,782	+4.1%	Shares	Sole	2025-05-05
2024-12-31	$1,631,807	18,039	+1.4%	Shares	Sole	2025-02-04
2024-09-30	$1,745,481	17,782	-0.6%	Shares	Sole	2024-10-30
2024-06-30	$1,624,310	17,881	-0.7%	Shares	Sole	2024-08-01
2024-03-31	$1,709,669	18,006	+1.0%	Shares	Sole	2024-05-08
2023-12-31	$1,378,198	17,820	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$1,137,784	17,856	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.