Essential Partners
IRM icon

Essential Partners’s Iron Mountain IRM Stock Holding History

Essential 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
Q3 		$74.1K Sell
668
-15
-2% -$1.8K 0.03% 503
2026
Q2 		$86.3K Buy
683
+122
+22% +$15K 0.04% 459
2026
Q1 		$57.3K Buy
561
+110
+24% +$10.9K 0.02% 567
2025
Q4 		$37.4K Buy
451
+227
+101% +$21.2K 0.01% 691
2025
Q3 		$22.8K Buy
224
+211
+1,623% +$20.3K 0.01% 850
2025
Q2 		$1.33K Buy
+13
New +$1.22K ﹤0.01% 1433

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

Essential Partners's IRM Position: Q3 2026 in Review

Essential Partners reduced its Iron Mountain (IRM) stake by 2.2% in Q3 2026, selling an estimated $1.8K and leaving 668 shares worth $74.1K. The position accounts for 0.03% of the portfolio, ranked #503.

Essential Partners first reported a position in IRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $86.3K in Q2 2026. 252 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Essential Partners held 668 shares of Iron Mountain worth $74.1K as of Q3 2026.
  • Essential Partners sold 15 Iron Mountain shares in Q3 2026, an estimated $1.8K.
  • Iron Mountain made up 0.03% of Essential Partners's portfolio in Q3 2026, its #503 holding.
  • Essential Partners first reported a position in Iron Mountain in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Iron Mountain position peaked at $86.3K in Q2 2026.
  • 252 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.