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Atria Investments’s Iron Mountain IRM Stock Holding History

Atria Investments’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 		$302K Sell
2,391
-927
-28% -$114K ﹤0.01% 1849
2026
Q1 		$339K Buy
3,318
+312
+10% +$31K ﹤0.01% 1676
2025
Q4 		$249K Sell
3,006
-517
-15% -$48.4K ﹤0.01% 1854
2025
Q3 		$359K Sell
3,523
-881
-20% -$84.9K ﹤0.01% 1620
2025
Q2 		$452K Sell
4,404
-569
-11% -$53.6K 0.01% 1473
2025
Q1 		$428K Sell
4,973
-12,375
-71% -$1.19M 0.01% 1436
2024
Q4 		$1.82M Sell
17,348
-3,098
-15% -$364K 0.02% 716
2024
Q3 		$2.43M Sell
20,446
-2,670
-12% -$286K 0.03% 602
2024
Q2 		$2.07M Sell
23,116
-236
-1% -$19.1K 0.03% 622
2024
Q1 		$1.87M Buy
+23,352
New +$1.69M 0.03% 681
2020
Q1 		– Sell
-8,998
Closed -$287K – 863
2019
Q4 		$287K Buy
+8,998
New +$295K 0.01% 993
2019
Q1 		– Sell
-9,416
Closed -$305K – 983
2018
Q4 		$305K Buy
9,416
+2,458
+35% +$80.6K 0.01% 648
2018
Q3 		$240K Sell
6,958
-3,775
-35% -$134K 0.01% 859
2018
Q2 		$376K Buy
10,733
+4,451
+71% +$150K 0.02% 661
2018
Q1 		$206K Buy
+6,282
New +$212K 0.01% 805

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

Atria Investments's IRM Position: Q2 2026 in Review

Atria Investments reduced its Iron Mountain (IRM) stake by 28% in Q2 2026, selling an estimated $114K and leaving 2,391 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Atria Investments first reported a position in IRM in Q1 2018 and has held it in 15 quarters since. The position peaked at $2.43M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Atria Investments held 2,391 shares of Iron Mountain worth $302K as of Q2 2026.
  • Atria Investments sold 927 Iron Mountain shares in Q2 2026, an estimated $114K.
  • Iron Mountain made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1849 holding.
  • Atria Investments first reported a position in Iron Mountain in Q1 2018 and has held it in 15 quarters since.
  • Atria Investments's Iron Mountain position peaked at $2.43M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.