Dynamic Advisor Solutions
IRM icon

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
Q3 		$457K Buy
4,118
+2,327
+130% +$279K 0.01% 689
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Dynamic Advisor Solutions's IRM Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Iron Mountain (IRM) stake by 130% in Q3 2026, buying an estimated $279K and bringing the position to 4,118 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #689.

Dynamic Advisor Solutions first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. 183 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Dynamic Advisor Solutions held 4,118 shares of Iron Mountain worth $457K as of Q3 2026.
  • Dynamic Advisor Solutions bought 2,327 Iron Mountain shares in Q3 2026, an estimated $279K.
  • Iron Mountain made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #689 holding.
  • Dynamic Advisor Solutions first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
  • 183 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.