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Holos Integrated Wealth’s Iron Mountain IRM Stock Holding History

Holos Integrated 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 		$3.48K Hold
30
– – ﹤0.01% 320
2026
Q1 		$3.12K Buy
30
+1
+3% +$99 ﹤0.01% 322
2025
Q4 		$2.44K Hold
29
– – ﹤0.01% 267
2025
Q3 		$2.98K Hold
29
– – ﹤0.01% 256
2025
Q2 		$2.62K Hold
29
– – ﹤0.01% 262
2025
Q1 		$2.46K Buy
29
+1
+4% +$96 ﹤0.01% 269
2024
Q4 		$2.98K Buy
+28
New +$3.29K ﹤0.01% 261

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Holos Integrated Wealth's IRM Position: Q2 2026 in Review

Holos Integrated Wealth held its Iron Mountain (IRM) position steady in Q2 2026 at 30 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Holos Integrated Wealth first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Holos Integrated Wealth held 30 shares of Iron Mountain worth $3.48K as of Q2 2026.
  • Holos Integrated Wealth left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #320 holding.
  • Holos Integrated Wealth first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.