GVAG
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Great Valley Advisor Group’s Iron Mountain IRM Stock Holding History

Great Valley Advisor Group’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 		$632K Buy
5,004
+1,551
+45% +$190K 0.01% 642
2026
Q1 		$352K Buy
+3,453
New +$344K 0.01% 772
2025
Q4 		– Sell
-2,090
Closed -$213K – 969
2025
Q3 		$213K Sell
2,090
-2,194
-51% -$211K ﹤0.01% 873
2025
Q2 		$440K Buy
4,284
+959
+29% +$90.4K 0.01% 640
2025
Q1 		$286K Buy
3,325
+745
+29% +$71.8K 0.01% 741
2024
Q4 		$271K Sell
2,580
-99
-4% -$11.6K 0.01% 716
2024
Q3 		$319K Buy
2,679
+6
+0.2% +$642 0.01% 674
2024
Q2 		$239K Sell
2,673
-379
-12% -$30.7K 0.01% 701
2024
Q1 		$245K Buy
+3,052
New +$221K 0.01% 655

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

Great Valley Advisor Group's IRM Position: Q2 2026 in Review

Great Valley Advisor Group increased its Iron Mountain (IRM) stake by 45% in Q2 2026, buying an estimated $190K and bringing the position to 5,004 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #642.

Great Valley Advisor Group first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Great Valley Advisor Group held 5,004 shares of Iron Mountain worth $632K as of Q2 2026.
  • Great Valley Advisor Group bought 1,551 Iron Mountain shares in Q2 2026, an estimated $190K.
  • Iron Mountain made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #642 holding.
  • Great Valley Advisor Group first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.