EWA
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EverSource Wealth Advisors’s Iron Mountain IRM Stock Holding History

EverSource Wealth Advisors’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 		$364K Buy
2,884
+88
+3% +$10.8K 0.01% 709
2026
Q1 		$286K Buy
2,796
+1,092
+64% +$109K 0.01% 867
2025
Q4 		$141K Buy
1,704
+401
+31% +$37.5K 0.01% 1137
2025
Q3 		$133K Sell
1,303
-19
-1% -$1.83K 0.01% 1117
2025
Q2 		$136K Buy
1,322
+300
+29% +$28.3K 0.01% 1044
2025
Q1 		$87.9K Sell
1,022
-1,405
-58% -$135K ﹤0.01% 963
2024
Q4 		$255K Buy
2,427
+751
+45% +$88.2K 0.01% 559
2024
Q3 		$199K Buy
1,676
+373
+29% +$39.9K 0.01% 559
2024
Q2 		$134K Buy
1,303
+349
+37% +$28.2K 0.01% 698
2024
Q1 		$74K Buy
954
+600
+169% +$43.4K 0.01% 824
2023
Q4 		$24.8K Sell
354
-50
-12% -$3.14K ﹤0.01% 1148
2023
Q3 		$24K Buy
404
+400
+10,000% +$24.4K ﹤0.01% 1059
2023
Q2 		$227 Buy
+4
New +$219 ﹤0.01% 2417
2022
Q4 		– Sell
-150
Closed -$7K – 2364
2022
Q3 		$7K Buy
+150
New +$7.58K ﹤0.01% 1239

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

EverSource Wealth Advisors's IRM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Iron Mountain (IRM) stake by 3.1% in Q2 2026, buying an estimated $10.8K and bringing the position to 2,884 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #709.

EverSource Wealth Advisors first reported a position in IRM in Q3 2022 and has held it in 14 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • EverSource Wealth Advisors held 2,884 shares of Iron Mountain worth $364K as of Q2 2026.
  • EverSource Wealth Advisors bought 88 Iron Mountain shares in Q2 2026, an estimated $10.8K.
  • Iron Mountain made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #709 holding.
  • EverSource Wealth Advisors first reported a position in Iron Mountain in Q3 2022 and has held it in 14 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.