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Diversified Trust’s Iron Mountain IRM Stock Holding History

Diversified Trust’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 		$1.2M Buy
+9,490
New +$1.16M 0.02% 439
2025
Q4 		– Sell
-2,764
Closed -$282K – 1069
2025
Q3 		$282K Sell
2,764
-688
-20% -$66.3K 0.01% 821
2025
Q2 		$354K Buy
+3,452
New +$325K 0.01% 704
2024
Q4 		– Sell
-12,168
Closed -$1.45M – 961
2024
Q3 		$1.45M Buy
12,168
+7,270
+148% +$778K 0.04% 284
2024
Q2 		$439K Sell
4,898
-4,957
-50% -$401K 0.01% 573
2024
Q1 		$790K Sell
9,855
-1,348
-12% -$97.6K 0.02% 393
2023
Q4 		$784K Buy
+11,203
New +$703K 0.03% 360
2023
Q3 		– Sell
-5,210
Closed -$296K – 879
2023
Q2 		$296K Buy
+5,210
New +$285K 0.01% 629
2022
Q4 		– Sell
-5,945
Closed -$261K – 829
2022
Q3 		$261K Sell
5,945
-4,734
-44% -$239K 0.01% 591
2022
Q2 		$520K Buy
+10,679
New +$562K 0.02% 372
2021
Q4 		– Sell
-8,099
Closed -$352K – 871
2021
Q3 		$352K Buy
+8,099
New +$365K 0.01% 527

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

Diversified Trust's IRM Position: Q2 2026 in Review

Diversified Trust opened a new position in Iron Mountain (IRM) in Q2 2026: 9,490 shares worth $1.2M. The stake represents 0.02% of the portfolio and ranks #439 among its holdings. This is a return to the name: Diversified Trust previously reported a position in IRM as recently as Q3 2025.

Diversified Trust first reported a position in IRM in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.45M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Diversified Trust held 9,490 shares of Iron Mountain worth $1.2M as of Q2 2026.
  • Iron Mountain was a new Diversified Trust position in Q2 2026.
  • Iron Mountain made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #439 holding.
  • Diversified Trust first reported a position in Iron Mountain in Q3 2021 and has held it in 11 quarters since.
  • Diversified Trust's Iron Mountain position peaked at $1.45M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.