Elevation Wealth Partners’s Iron Mountain IRM Stock Holding History

Elevation Wealth Partners’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	$35.7K	Buy	283 +231	+444%	+$28.3K	0.01%	397
2026 Q1	$5.31K	Buy	+52	New	+$5.17K	﹤0.01%	692
2025 Q4	–	Sell	-30	Closed	-$3.06K	–	989
2025 Q3	$3.06K	Buy	+30	New	+$2.89K	﹤0.01%	565

Other funds holding IRM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Elevation Wealth Partners's IRM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Iron Mountain (IRM) stake by 444% in Q2 2026, buying an estimated $28.3K and bringing the position to 283 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #397.

Elevation Wealth Partners first reported a position in IRM in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Elevation Wealth Partners held 283 shares of Iron Mountain worth $35.7K as of Q2 2026.
Elevation Wealth Partners bought 231 Iron Mountain shares in Q2 2026, an estimated $28.3K.
Iron Mountain made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #397 holding.
Elevation Wealth Partners first reported a position in Iron Mountain in Q3 2025 and has held it in 3 quarters since.
399 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.