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Dana Investment Advisors’s Iron Mountain IRM Stock Holding History

Dana Investment 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 		$1.42M Sell
11,252
-584
-5% -$71.6K 0.04% 384
2026
Q1 		$1.21M Sell
11,836
-35,301
-75% -$3.51M 0.04% 384
2025
Q4 		$3.91M Sell
47,137
-98,404
-68% -$9.21M 0.11% 202
2025
Q3 		$14.8M Sell
145,541
-3,777
-3% -$364K 0.43% 48
2025
Q2 		$15.3M Sell
149,318
-9,729
-6% -$917K 0.51% 43
2025
Q1 		$13.7M Sell
159,047
-5,257
-3% -$507K 0.49% 45
2024
Q4 		$17.3M Sell
164,304
-6,812
-4% -$800K 0.57% 37
2024
Q3 		$20.3M Sell
171,116
-25,085
-13% -$2.68M 0.67% 31
2024
Q2 		$17.6M Sell
196,201
-34,849
-15% -$2.82M 0.59% 36
2024
Q1 		$18.5M Sell
231,050
-23,372
-9% -$1.69M 0.62% 36
2023
Q4 		$17.8M Sell
254,422
-37,897
-13% -$2.38M 0.86% 33
2023
Q3 		$17.4M Sell
292,319
-13,259
-4% -$810K 0.89% 34
2023
Q2 		$17.4M Sell
305,578
-18,827
-6% -$1.03M 0.86% 37
2023
Q1 		$17.2M Sell
324,405
-3,423
-1% -$179K 0.87% 38
2022
Q4 		$16.3M Sell
327,828
-11,207
-3% -$566K 0.86% 43
2022
Q3 		$14.9M Sell
339,035
-23,034
-6% -$1.16M 0.85% 40
2022
Q2 		$17.6M Sell
362,069
-5,863
-2% -$309K 0.89% 40
2022
Q1 		$20.4M Buy
367,932
+361,232
+5,392% +$17.2M 0.94% 39
2021
Q4 		$351K Buy
+6,700
New +$317K 0.02% 278

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

Dana Investment Advisors's IRM Position: Q2 2026 in Review

Dana Investment Advisors reduced its Iron Mountain (IRM) stake by 4.9% in Q2 2026, selling an estimated $71.6K and leaving 11,252 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #384.

Dana Investment Advisors first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.4M in Q1 2022. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dana Investment Advisors held 11,252 shares of Iron Mountain worth $1.42M as of Q2 2026.
  • Dana Investment Advisors sold 584 Iron Mountain shares in Q2 2026, an estimated $71.6K.
  • Iron Mountain made up 0.04% of Dana Investment Advisors's portfolio in Q2 2026, its #384 holding.
  • Dana Investment Advisors first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • Dana Investment Advisors's Iron Mountain position peaked at $20.4M in Q1 2022.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.