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Dakota Wealth Management’s Iron Mountain IRM Stock Holding History

Dakota Wealth Management’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 		$458K Buy
3,628
+7
+0.2% +$858 0.01% 587
2026
Q1 		$370K Buy
3,621
+1
+0% +$99 0.01% 611
2025
Q4 		$300K Buy
+3,620
New +$339K 0.01% 652
2024
Q4 		– Sell
-2,318
Closed -$275K – 778
2024
Q3 		$275K Sell
2,318
-19
-0.8% -$2.03K 0.01% 612
2024
Q2 		$209K Sell
2,337
-168
-7% -$13.6K ﹤0.01% 658
2024
Q1 		$201K Sell
2,505
-990
-28% -$71.7K 0.01% 673
2023
Q4 		$245K Sell
3,495
-1,041
-23% -$65.3K 0.01% 561
2023
Q3 		$270K Sell
4,536
-1,267
-22% -$77.4K 0.01% 515
2023
Q2 		$330K Buy
5,803
+1,316
+29% +$72K 0.02% 465
2023
Q1 		$237K Buy
+4,487
New +$235K 0.02% 528

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

Dakota Wealth Management's IRM Position: Q2 2026 in Review

Dakota Wealth Management increased its Iron Mountain (IRM) stake by 0.19% in Q2 2026, buying an estimated $858 and bringing the position to 3,628 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #587.

Dakota Wealth Management first reported a position in IRM in Q1 2023 and has held it in 10 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dakota Wealth Management held 3,628 shares of Iron Mountain worth $458K as of Q2 2026.
  • Dakota Wealth Management bought 7 Iron Mountain shares in Q2 2026, an estimated $858.
  • Iron Mountain made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Dakota Wealth Management first reported a position in Iron Mountain in Q1 2023 and has held it in 10 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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