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Atria Wealth Solutions’s Iron Mountain IRM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$945K Sell
9,205
-20,212
-69% -$1.91M 0.02% 660
2025
Q1 		$2.55M Sell
29,417
-12,055
-29% -$1.16M 0.03% 549
2024
Q4 		$4.38M Sell
41,472
-7,309
-15% -$859K 0.05% 392
2024
Q3 		$5.83M Sell
48,781
-4,852
-9% -$519K 0.06% 307
2024
Q2 		$4.84M Sell
53,633
-2,909
-5% -$235K 0.05% 350
2024
Q1 		$4.56M Buy
56,542
+15,699
+38% +$1.14M 0.05% 361
2023
Q4 		$2.88M Sell
40,843
-7,589
-16% -$476K 0.04% 479
2023
Q3 		$2.9M Buy
48,432
+3,513
+8% +$215K 0.04% 445
2023
Q2 		$2.57M Buy
44,919
+640
+1% +$35K 0.04% 487
2023
Q1 		$2.36M Sell
44,279
-3,722
-8% -$195K 0.04% 490
2022
Q4 		$2.42M Sell
48,001
-392
-0.8% -$19.8K 0.04% 445
2022
Q3 		$2.15M Sell
48,393
-5,642
-10% -$285K 0.04% 460
2022
Q2 		$2.66M Sell
54,035
-6,981
-11% -$367K 0.05% 367
2022
Q1 		$3.41M Buy
+61,016
New +$2.91M 0.06% 334

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's IRM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Iron Mountain (IRM) stake by 69% in Q2 2025, selling an estimated $1.91M and leaving 9,205 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #660.

Atria Wealth Solutions first reported a position in IRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.83M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Atria Wealth Solutions held 9,205 shares of Iron Mountain worth $945K as of Q2 2025.
  • Atria Wealth Solutions sold 20,212 Iron Mountain shares in Q2 2025, an estimated $1.91M.
  • Iron Mountain made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #660 holding.
  • Atria Wealth Solutions first reported a position in Iron Mountain in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Iron Mountain position peaked at $5.83M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.