WEATHERLY ASSET MANAGEMENT L. P.

Position in IR — Ingersoll Rand Inc.

CIK 934745 DEL MAR, CA

Position in IR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$918,206

+$15,655 QoQ

Shares Held

11,199

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#372

of 885 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $7,731,570 across 6 Specialty Industrial Machinery names. IR ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	11,170	$5,530,043
2	IR	Ingersoll Rand Inc. This page	11,199	$918,206
3	EMR	Emerson Electric Co	3,527	$504,890
4	ETN	Eaton Corp plc	655	$279,108
5	GEV	GE Vernova Inc.	218	$256,119
6	CMI	Cummins Inc	341	$243,204

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$918,206	11,199	-0.6%	Shares	Sole	2026-07-20
2026-03-31	$902,551	11,265	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$891,937	11,259	+0.2%	Shares	Sole	2026-01-16
2025-09-30	$928,814	11,242	-2.0%	Shares	Sole	2025-10-16
2025-06-30	$954,074	11,470	-1.3%	Shares	Sole	2025-07-11
2025-03-31	$930,268	11,624	0.0%	Shares	Sole	2025-05-01
2024-12-31	$1,051,507	11,624	0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,141,011	11,624	-0.2%	Shares	Sole	2024-10-29
2024-06-30	$1,057,922	11,646	+1.4%	Shares	Sole	2024-07-31
2024-03-31	$1,090,975	11,490	-3.0%	Shares	Sole	2024-04-19
2023-12-31	$916,169	11,846	-1.9%	Shares	Sole	2024-02-01
2023-09-30	$769,164	12,071	-3.0%	Shares	Sole	2023-10-10
2023-06-30	$813,470	12,446	0.0%	Shares	Sole	2023-07-21
2023-03-31	$724,108	12,446	-5.8%	Shares	Sole	2023-04-13
2022-12-31	$690,536	13,216	-4.0%	Shares	Sole	2023-01-11
2022-09-30	$595,430	13,764	-0.8%	Shares	Sole	2022-10-17
2022-06-30	$583,817	13,874	-0.8%	Shares	Sole	2022-07-18
2022-03-31	$703,943	13,981	-1.5%	Shares	Sole	2022-05-06
2021-12-31	$878,615	14,201	-3.4%	Shares	Sole	2022-01-28
2021-09-30	$741,379	14,707	-5.1%	Shares	Sole	2021-11-05
2021-06-30	$756,066	15,490	-0.8%	Shares	Sole	2021-08-12
2021-03-31	$768,758	15,622	-1.7%	Shares	Sole	2021-05-05
2020-12-31	$723,766	15,886	-1.2%	Shares	Sole	2021-02-02
2020-09-30	$572,590	16,084	-1.2%	Shares	Sole	2020-10-30
2020-06-30	$457,849	16,282	-1.3%	Shares	Sole	2020-07-29
2020-03-31	$409,249	16,502	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.