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Dorsey & Whitney Trust’s Iron Mountain IRM Stock Holding History

Dorsey & Whitney 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 		$268K Buy
2,125
+88
+4% +$10.8K 0.01% 625
2026
Q1 		$208K Buy
+2,037
New +$203K 0.01% 677

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

Dorsey & Whitney Trust's IRM Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its Iron Mountain (IRM) stake by 4.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,125 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #625.

Dorsey & Whitney Trust first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dorsey & Whitney Trust held 2,125 shares of Iron Mountain worth $268K as of Q2 2026.
  • Dorsey & Whitney Trust bought 88 Iron Mountain shares in Q2 2026, an estimated $10.8K.
  • Iron Mountain made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #625 holding.
  • Dorsey & Whitney Trust first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.