Curio Wealth’s Iron Mountain IRM Stock Holding History

Curio 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	–	Sell	-86	Closed	-$8.77K	–	596
2026 Q1	$8.77K	Hold	86	–	–	﹤0.01%	228
2025 Q4	$6.99K	Hold	86	–	–	﹤0.01%	273
2025 Q3	$8.75K	Buy	+86	New	+$8.29K	﹤0.01%	192

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Curio Wealth's IRM Position: Q2 2026 in Review

Curio Wealth sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 86 shares — an estimated $8.77K sold.

Curio Wealth first reported a position in IRM in Q3 2025 and held it in 3 quarters. The position peaked at $8.77K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Curio Wealth reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 86 Iron Mountain shares in Q2 2026, an estimated $8.77K.
Curio Wealth first reported a position in Iron Mountain in Q3 2025 and held it in 3 quarters.
Curio Wealth's Iron Mountain position peaked at $8.77K in Q1 2026.
1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.