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Ausdal Financial Partners’s Iron Mountain IRM Stock Holding History

Ausdal Financial Partners’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 		$514K Buy
4,070
+361
+10% +$44.3K 0.02% 622
2026
Q1 		$379K Buy
3,709
+113
+3% +$11.2K 0.02% 684
2025
Q4 		$298K Buy
3,596
+184
+5% +$17.2K 0.01% 733
2025
Q3 		$348K Buy
3,412
+1,060
+45% +$102K 0.02% 675
2025
Q2 		$241K Sell
2,352
-94
-4% -$8.86K 0.02% 608
2025
Q1 		$210K Buy
2,446
+97
+4% +$9.35K 0.02% 592
2024
Q4 		$247K Sell
2,349
-145
-6% -$17K 0.02% 503
2024
Q3 		$296K Buy
2,494
+206
+9% +$22K 0.03% 415
2024
Q2 		$205K Buy
+2,288
New +$185K 0.02% 470

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

Ausdal Financial Partners's IRM Position: Q2 2026 in Review

Ausdal Financial Partners increased its Iron Mountain (IRM) stake by 9.7% in Q2 2026, buying an estimated $44.3K and bringing the position to 4,070 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #622.

Ausdal Financial Partners first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ausdal Financial Partners held 4,070 shares of Iron Mountain worth $514K as of Q2 2026.
  • Ausdal Financial Partners bought 361 Iron Mountain shares in Q2 2026, an estimated $44.3K.
  • Iron Mountain made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #622 holding.
  • Ausdal Financial Partners first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.