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Focus Partners Advisor Solutions’s Iron Mountain IRM Stock Holding History

Focus Partners Advisor 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 		$843K Sell
6,674
-42
-0.6% -$5.15K 0.01% 631
2026
Q1 		$686K Buy
+6,716
New +$668K 0.01% 680

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 $3.37T AUM 44.26% 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

Focus Partners Advisor Solutions's IRM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Iron Mountain (IRM) stake by 0.63% in Q2 2026, selling an estimated $5.15K and leaving 6,674 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #631.

Focus Partners Advisor Solutions first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Focus Partners Advisor Solutions held 6,674 shares of Iron Mountain worth $843K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 42 Iron Mountain shares in Q2 2026, an estimated $5.15K.
  • Iron Mountain made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #631 holding.
  • Focus Partners Advisor Solutions first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.