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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
Q2 		$2.08M Buy
16,389
+335
+2% +$41.1K 0.17% 101
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 $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

Crescent Grove Advisors's IRM Position: Q2 2026 in Review

Crescent Grove Advisors increased its Iron Mountain (IRM) stake by 2.1% in Q2 2026, buying an estimated $41.1K and bringing the position to 16,389 shares worth $2.08M. The position accounts for 0.17% of the portfolio, ranked #101.

Crescent Grove Advisors first reported a position in IRM in Q2 2022 and has held it in 12 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Crescent Grove Advisors held 16,389 shares of Iron Mountain worth $2.08M as of Q2 2026.
  • Crescent Grove Advisors bought 335 Iron Mountain shares in Q2 2026, an estimated $41.1K.
  • Iron Mountain made up 0.17% of Crescent Grove Advisors's portfolio in Q2 2026, its #101 holding.
  • Crescent Grove Advisors first reported a position in Iron Mountain in Q2 2022 and has held it in 12 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.