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CVA Family Office’s Iron Mountain IRM Stock Holding History

CVA Family Office’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 		$83.4K Hold
660
– – 0.01% 510
2026
Q1 		$67.4K Buy
660
+158
+31% +$15.7K 0.01% 538
2025
Q4 		$41.6K Sell
502
-61
-11% -$5.71K ﹤0.01% 582
2025
Q3 		$57.4K Sell
563
-41
-7% -$3.95K 0.01% 529
2025
Q2 		$62K Buy
604
+55
+10% +$5.18K 0.01% 507
2025
Q1 		$47.2K Buy
549
+50
+10% +$4.82K 0.01% 533
2024
Q4 		$52.5K Buy
499
+26
+5% +$3.06K 0.01% 514
2024
Q3 		$56.2K Buy
473
+5
+1% +$535 0.01% 488
2024
Q2 		$41.9K Buy
468
+13
+3% +$1.05K 0.01% 530
2024
Q1 		$36.5K Hold
455
– – 0.01% 542
2023
Q4 		$31.8K Buy
+455
New +$28.5K 0.01% 548
2023
Q3 		– Sell
-255
Closed -$14.5K – 589
2023
Q2 		$14.5K Hold
255
– – ﹤0.01% 671
2023
Q1 		$13.5K Buy
255
+60
+31% +$3.14K ﹤0.01% 654
2022
Q4 		$9.72K Sell
195
-15
-7% -$757 ﹤0.01% 664
2022
Q3 		$9K Buy
210
+50
+31% +$2.52K ﹤0.01% 641
2022
Q2 		$8K Hold
160
– – ﹤0.01% 675
2022
Q1 		$9K Buy
160
+15
+10% +$714 ﹤0.01% 696
2021
Q4 		$8K Buy
+145
New +$6.85K ﹤0.01% 687
2021
Q3 		– Sell
-145
Closed -$6K – 602
2021
Q2 		$6K Hold
145
– – ﹤0.01% 733
2021
Q1 		$5K Buy
+145
New +$4.85K ﹤0.01% 622

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

CVA Family Office's IRM Position: Q2 2026 in Review

CVA Family Office held its Iron Mountain (IRM) position steady in Q2 2026 at 660 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #510.

CVA Family Office first reported a position in IRM in Q1 2021 and has held it in 20 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CVA Family Office held 660 shares of Iron Mountain worth $83.4K as of Q2 2026.
  • CVA Family Office left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #510 holding.
  • CVA Family Office first reported a position in Iron Mountain in Q1 2021 and has held it in 20 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.