Corient Private Wealth
IRM icon

Corient Private Wealth’s Iron Mountain IRM Stock Holding History

Corient Private Wealth’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 		$27.4M Buy
216,659
+4,341
+2% +$532K 0.04% 339
2026
Q1 		$21.7M Buy
212,318
+991
+0.5% +$98.6K 0.03% 381
2025
Q4 		$17.5M Buy
211,327
+8,803
+4% +$824K 0.02% 429
2025
Q3 		$20.6M Sell
202,524
-17,751
-8% -$1.71M 0.03% 384
2025
Q2 		$22.6M Sell
220,275
-3,497
-2% -$330K 0.03% 370
2025
Q1 		$19.3M Buy
223,772
+7,630
+4% +$735K 0.03% 395
2024
Q4 		$22.7M Sell
216,142
-6,087
-3% -$715K 0.04% 370
2024
Q3 		$26.4M Sell
222,229
-15,448
-6% -$1.65M 0.04% 372
2024
Q2 		$21.3M Sell
237,677
-9,040
-4% -$732K 0.04% 377
2024
Q1 		$19.8M Sell
246,717
-62,322
-20% -$4.51M 0.04% 389
2023
Q4 		$21.6M Sell
309,039
-8,349
-3% -$524K 0.04% 374
2023
Q3 		$18.9M Sell
317,388
-76,077
-19% -$4.65M 0.04% 357
2023
Q2 		$22.4M Buy
393,465
+352,788
+867% +$19.3M 0.05% 311
2023
Q1 		$2.15M Buy
40,677
+13,413
+49% +$703K 0.01% 820
2022
Q4 		$1.36M Buy
+27,264
New +$1.38M ﹤0.01% 820

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

Corient Private Wealth's IRM Position: Q2 2026 in Review

Corient Private Wealth increased its Iron Mountain (IRM) stake by 2% in Q2 2026, buying an estimated $532K and bringing the position to 216,659 shares worth $27.4M. The position accounts for 0.04% of the portfolio, ranked #339.

Corient Private Wealth first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Corient Private Wealth held 216,659 shares of Iron Mountain worth $27.4M as of Q2 2026.
  • Corient Private Wealth bought 4,341 Iron Mountain shares in Q2 2026, an estimated $532K.
  • Iron Mountain made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #339 holding.
  • Corient Private Wealth first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.