HAG
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HighPoint Advisor Group’s Iron Mountain IRM Stock Holding History

HighPoint 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 		$967K Buy
7,654
+865
+13% +$106K 0.03% 332
2026
Q1 		$693K Sell
6,789
-15,613
-70% -$1.55M 0.03% 359
2025
Q4 		$1.86M Buy
22,402
+5,979
+36% +$560K 0.04% 328
2025
Q3 		$1.67M Buy
16,423
+695
+4% +$67K 0.08% 185
2025
Q2 		$1.61M Buy
15,728
+52
+0.3% +$4.9K 0.09% 184
2025
Q1 		$1.38M Sell
15,676
-2,064
-12% -$199K 0.08% 199
2024
Q4 		$1.88M Sell
17,740
-787
-4% -$92.5K 0.1% 153
2024
Q3 		$2.24M Buy
18,527
+240
+1% +$25.7K 0.13% 131
2024
Q2 		$1.85M Buy
18,287
+261
+1% +$21.1K 0.11% 146
2024
Q1 		$1.41M Sell
18,026
-268
-1% -$19.4K 0.1% 160
2023
Q4 		$1.43M Buy
+18,294
New +$1.15M 0.1% 158
2022
Q2 		$556K Buy
+11,395
New +$600K 0.06% 266
2021
Q3 		$413K Buy
+9,513
New +$428K 0.04% 341
2020
Q2 		– Sell
-11,434
Closed -$269K – 369
2020
Q1 		$269K Buy
+11,434
New +$346K 0.06% 231

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

HighPoint Advisor Group's IRM Position: Q2 2026 in Review

HighPoint Advisor Group increased its Iron Mountain (IRM) stake by 13% in Q2 2026, buying an estimated $106K and bringing the position to 7,654 shares worth $967K. The position accounts for 0.03% of the portfolio, ranked #332.

HighPoint Advisor Group first reported a position in IRM in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.24M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • HighPoint Advisor Group held 7,654 shares of Iron Mountain worth $967K as of Q2 2026.
  • HighPoint Advisor Group bought 865 Iron Mountain shares in Q2 2026, an estimated $106K.
  • Iron Mountain made up 0.03% of HighPoint Advisor Group's portfolio in Q2 2026, its #332 holding.
  • HighPoint Advisor Group first reported a position in Iron Mountain in Q1 2020 and has held it in 14 quarters since.
  • HighPoint Advisor Group's Iron Mountain position peaked at $2.24M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.