Avidian Wealth Enterprises’s Iron Mountain IRM Stock Holding History

Avidian Wealth Enterprises’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 Q3	$263K	Buy	2,368 +14	+0.6%	+$1.68K	0.01%	644
2026 Q2	$297K	Buy	2,354 +126	+6%	+$15.4K	0.01%	602
2026 Q1	$228K	Buy	+2,228	New	+$222K	0.01%	615
2025 Q4	–	Sell	-2,179	Closed	-$222K	–	590
2025 Q3	$222K	Buy	2,179 +71	+3%	+$6.84K	0.01%	539
2025 Q2	$216K	Buy	+2,108	New	+$199K	0.01%	511
2024 Q4	–	Sell	-1,873	Closed	-$223K	–	524
2024 Q3	$223K	Buy	+1,873	New	+$200K	0.01%	462

Other funds holding IRM

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Avidian Wealth Enterprises's IRM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Iron Mountain (IRM) stake by 0.59% in Q3 2026, buying an estimated $1.68K and bringing the position to 2,368 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #644.

Avidian Wealth Enterprises first reported a position in IRM in Q3 2024 and has held it in 6 quarters since. The position peaked at $297K in Q2 2026. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Avidian Wealth Enterprises held 2,368 shares of Iron Mountain worth $263K as of Q3 2026.
Avidian Wealth Enterprises bought 14 Iron Mountain shares in Q3 2026, an estimated $1.68K.
Iron Mountain made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #644 holding.
Avidian Wealth Enterprises first reported a position in Iron Mountain in Q3 2024 and has held it in 6 quarters since.
Avidian Wealth Enterprises's Iron Mountain position peaked at $297K in Q2 2026.
45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.