Cetera Investment Advisers
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Cetera Investment Advisers’s Iron Mountain IRM Stock Holding History

Cetera Investment Advisers’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 		$32.5M Sell
257,097
-2,942
-1% -$361K 0.03% 549
2026
Q1 		$26.6M Buy
260,039
+11,442
+5% +$1.14M 0.03% 575
2025
Q4 		$20.6M Sell
248,597
-5,755
-2% -$539K 0.02% 655
2025
Q3 		$25.9M Buy
254,352
+84,900
+50% +$8.18M 0.03% 537
2025
Q2 		$17.4M Buy
169,452
+709
+0.4% +$66.8K 0.03% 574
2025
Q1 		$14.5M Buy
168,743
+15,708
+10% +$1.51M 0.03% 588
2024
Q4 		$16.1M Sell
153,035
-18,045
-11% -$2.12M 0.03% 503
2024
Q3 		$20.3M Sell
171,080
-2,115
-1% -$226K 0.04% 411
2024
Q2 		$15.5M Sell
173,195
-56,668
-25% -$4.59M 0.04% 477
2024
Q1 		$18.4M Buy
229,863
+201,448
+709% +$14.6M 0.04% 419
2023
Q4 		$1.99M Sell
28,415
-46,491
-62% -$2.92M 0.02% 799
2023
Q3 		$4.45M Buy
74,906
+7,176
+11% +$439K 0.04% 451
2023
Q2 		$3.85M Buy
67,730
+5,960
+10% +$326K 0.03% 504
2023
Q1 		$3.27M Sell
61,770
-9,988
-14% -$523K 0.03% 537
2022
Q4 		$3.58M Buy
71,758
+36,254
+102% +$1.83M 0.03% 486
2022
Q3 		$1.56M Sell
35,504
-10,347
-23% -$523K 0.03% 545
2022
Q2 		$2.23M Sell
45,851
-4,983
-10% -$262K 0.04% 494
2022
Q1 		$2.82M Buy
50,834
+4,046
+9% +$193K 0.04% 445
2021
Q4 		$2.45M Buy
46,788
+4,112
+10% +$194K 0.04% 484
2021
Q3 		$1.85M Sell
42,676
-470
-1% -$21.2K 0.03% 539
2021
Q2 		$1.83M Buy
43,146
+26,413
+158% +$1.11M 0.03% 544
2021
Q1 		$619K Sell
16,733
-23,386
-58% -$782K 0.01% 865
2020
Q4 		$1.18M Buy
+40,119
New +$1.11M 0.02% 604

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 $3.37T 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
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

Cetera Investment Advisers's IRM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Iron Mountain (IRM) stake by 1.1% in Q2 2026, selling an estimated $361K and leaving 257,097 shares worth $32.5M. The position accounts for 0.03% of the portfolio, ranked #549.

Cetera Investment Advisers first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cetera Investment Advisers held 257,097 shares of Iron Mountain worth $32.5M as of Q2 2026.
  • Cetera Investment Advisers sold 2,942 Iron Mountain shares in Q2 2026, an estimated $361K.
  • Iron Mountain made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #549 holding.
  • Cetera Investment Advisers first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.