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Dynamic Advisor Solutions’s Iron Mountain IRM Stock Holding History

Dynamic Advisor Solutions’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 		$226K Buy
+1,791
New +$220K 0.01% 960
2025
Q4 		– Sell
-3,101
Closed -$316K – 971
2025
Q3 		$316K Sell
3,101
-215
-6% -$20.7K 0.01% 760
2025
Q2 		$340K Buy
3,316
+241
+8% +$22.7K 0.01% 701
2025
Q1 		$265K Buy
3,075
+619
+25% +$59.6K 0.01% 752
2024
Q4 		$258K Sell
2,456
-133
-5% -$15.6K 0.01% 569
2024
Q3 		$308K Sell
2,589
-160
-6% -$17.1K 0.01% 743
2024
Q2 		$246K Buy
2,749
+74
+3% +$5.99K 0.01% 824
2024
Q1 		$215K Buy
+2,675
New +$194K 0.01% 843

Other funds holding IRM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Dynamic Advisor Solutions's IRM Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Iron Mountain (IRM) in Q2 2026: 1,791 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in IRM as recently as Q3 2025.

Dynamic Advisor Solutions first reported a position in IRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $340K in Q2 2025. 180 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dynamic Advisor Solutions held 1,791 shares of Iron Mountain worth $226K as of Q2 2026.
  • Iron Mountain was a new Dynamic Advisor Solutions position in Q2 2026.
  • Iron Mountain made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #960 holding.
  • Dynamic Advisor Solutions first reported a position in Iron Mountain in Q1 2024 and has held it in 8 quarters since.
  • Dynamic Advisor Solutions's Iron Mountain position peaked at $340K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.