Envestnet Portfolio Solutions
IRM icon

Envestnet Portfolio Solutions’s Iron Mountain IRM Stock Holding History

Envestnet Portfolio 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 		$316K Sell
2,505
-71
-3% -$8.7K ﹤0.01% 1163
2026
Q1 		$263K Sell
2,576
-1,331
-34% -$132K ﹤0.01% 1168
2025
Q4 		$324K Sell
3,907
-981
-20% -$91.8K ﹤0.01% 1240
2025
Q3 		$498K Sell
4,888
-3,255
-40% -$314K ﹤0.01% 1032
2025
Q2 		$835K Sell
8,143
-1,275
-14% -$120K ﹤0.01% 868
2025
Q1 		$810K Sell
9,418
-3,415
-27% -$329K ﹤0.01% 863
2024
Q4 		$1.35M Sell
12,833
-11,164
-47% -$1.31M ﹤0.01% 805
2024
Q3 		$2.85M Sell
23,997
-699
-3% -$74.8K 0.01% 557
2024
Q2 		$2.21M Sell
24,696
-856
-3% -$69.3K 0.01% 606
2024
Q1 		$2.05M Buy
25,552
+10,461
+69% +$757K 0.01% 632
2023
Q4 		$1.06M Buy
15,091
+2,286
+18% +$143K ﹤0.01% 781
2023
Q3 		$761K Buy
+12,805
New +$782K ﹤0.01% 821

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's IRM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Iron Mountain (IRM) stake by 2.8% in Q2 2026, selling an estimated $8.7K and leaving 2,505 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Envestnet Portfolio Solutions first reported a position in IRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.85M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,505 shares of Iron Mountain worth $316K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 71 Iron Mountain shares in Q2 2026, an estimated $8.7K.
  • Iron Mountain made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1163 holding.
  • Envestnet Portfolio Solutions first reported a position in Iron Mountain in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Iron Mountain position peaked at $2.85M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.