Evolve Private Wealth’s Iron Mountain IRM Stock Holding History

Evolve Private Wealth’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	–	Sell	-2,591	Closed	-$265K	–	1119
2026 Q1	$265K	Buy	+2,591	New	+$258K	0.01%	829

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evolve Private Wealth's IRM Position: Q2 2026 in Review

Evolve Private Wealth sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 2,591 shares — an estimated $265K sold.

Evolve Private Wealth first reported a position in IRM in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Evolve Private Wealth reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 2,591 Iron Mountain shares in Q2 2026, an estimated $265K.
Evolve Private Wealth first reported a position in Iron Mountain in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's Iron Mountain position peaked at $265K in Q1 2026.
1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.