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AssuredPartners Investment Advisors’s Iron Mountain IRM Stock Holding History

AssuredPartners Investment Advisors’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Sell
1,877
-475
-20% -$58.2K 0.02% 376
2026
Q1 		$245K Buy
+2,352
New +$234K 0.03% 352

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AssuredPartners Investment Advisors's IRM Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Iron Mountain (IRM) stake by 20% in Q2 2026, selling an estimated $58.2K and leaving 1,877 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #376.

AssuredPartners Investment Advisors first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $245K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,877 shares of Iron Mountain worth $237K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 475 Iron Mountain shares in Q2 2026, an estimated $58.2K.
  • Iron Mountain made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • AssuredPartners Investment Advisors first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • AssuredPartners Investment Advisors's Iron Mountain position peaked at $245K in Q1 2026.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.