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Crescent Grove Advisors’s Iron Mountain IRM Stock Holding History

Crescent Grove Advisors’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
Q1 		$1.71M Buy
16,054
+2,799
+21% +$278K 0.16% 102
2025
Q4 		$1.11M Hold
13,255
– – 0.1% 124
2025
Q3 		$1.36M Hold
13,255
– – 0.13% 99
2025
Q2 		$1.37M Buy
13,255
+201
+2% +$18.9K 0.13% 97
2025
Q1 		$1.13M Hold
13,054
– – 0.12% 102
2024
Q4 		$1.38M Buy
13,054
+211
+2% +$24.8K 0.14% 98
2024
Q3 		$1.54M Buy
12,843
+571
+5% +$61.1K 0.16% 93
2024
Q2 		$1.11M Hold
12,272
– – 0.12% 106
2024
Q1 		$992K Buy
12,272
+1,737
+16% +$126K 0.1% 118
2023
Q4 		$737K Buy
+10,535
New +$661K 0.08% 135
2022
Q3 		– Sell
-5,975
Closed -$291K – 266
2022
Q2 		$291K Buy
+5,975
New +$314K 0.03% 209

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crescent Grove Advisors's IRM Position: Q1 2026 in Review

Crescent Grove Advisors increased its Iron Mountain (IRM) stake by 21% in Q1 2026, buying an estimated $278K and bringing the position to 16,054 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #102.

Crescent Grove Advisors first reported a position in IRM in Q2 2022 and has held it in 11 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Crescent Grove Advisors held 16,054 shares of Iron Mountain worth $1.71M as of Q1 2026.
  • Crescent Grove Advisors bought 2,799 Iron Mountain shares in Q1 2026, an estimated $278K.
  • Iron Mountain made up 0.16% of Crescent Grove Advisors's portfolio in Q1 2026, its #102 holding.
  • Crescent Grove Advisors first reported a position in Iron Mountain in Q2 2022 and has held it in 11 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.