Freestone Grove Partners’s Iron Mountain IRM Stock Holding History

Freestone Grove 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
2025 Q4	–	Sell	-2,798	Closed	-$285K	–	824
2025 Q3	$285K	Buy	2,798 +792	+39%	+$76.3K	﹤0.01%	617
2025 Q2	$206K	Buy	+2,006	New	+$189K	﹤0.01%	633
2025 Q1	–	Sell	-4,936	Closed	-$519K	–	688
2024 Q4	$519K	Buy	+4,936	New	+$580K	0.01%	375

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Freestone Grove Partners's IRM Position: Q4 2025 in Review

Freestone Grove Partners sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2,798 shares — an estimated $285K sold.

Freestone Grove Partners first reported a position in IRM in Q4 2024 and held it in 3 quarters. The position peaked at $519K in Q4 2024. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Freestone Grove Partners reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Freestone Grove Partners sold 2,798 Iron Mountain shares in Q4 2025, an estimated $285K.
Freestone Grove Partners first reported a position in Iron Mountain in Q4 2024 and held it in 3 quarters.
Freestone Grove Partners's Iron Mountain position peaked at $519K in Q4 2024.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.