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HRT Financial’s Iron Mountain IRM Stock Holding History

HRT Financial’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 		$5.21M Sell
41,293
-87,045
-68% -$10.7M 0.01% 1129
2026
Q1 		$13.1M Buy
+128,338
New +$12.8M 0.03% 510
2025
Q3 		– Sell
-83,708
Closed -$8.59M – 3254
2025
Q2 		$8.59M Buy
+83,708
New +$7.89M 0.04% 356
2025
Q1 		– Sell
-9,500
Closed -$998K – 2930
2024
Q4 		$998K Buy
+9,500
New +$1.12M 0.01% 1078
2024
Q2 		– Sell
-3,892
Closed -$312K – 2628
2024
Q1 		$312K Sell
3,892
-56,606
-94% -$4.1M ﹤0.01% 1526
2023
Q4 		$4.23M Sell
60,498
-10,293
-15% -$646K 0.03% 358
2023
Q3 		$4.21M Sell
70,791
-34,350
-33% -$2.1M 0.04% 355
2023
Q2 		$5.97M Buy
+105,141
New +$5.76M 0.06% 241
2022
Q3 		– Sell
-55,271
Closed -$2.69M – 3147
2022
Q2 		$2.69M Buy
55,271
+51,465
+1,352% +$2.71M 0.03% 463
2022
Q1 		$210K Buy
+3,806
New +$181K ﹤0.01% 2464

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

HRT Financial's IRM Position: Q2 2026 in Review

HRT Financial reduced its Iron Mountain (IRM) stake by 68% in Q2 2026, selling an estimated $10.7M and leaving 41,293 shares worth $5.21M. The position accounts for 0.01% of the portfolio, ranked #1129.

HRT Financial first reported a position in IRM in Q1 2022 and has held it in 10 quarters since. The position peaked at $13.1M in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • HRT Financial held 41,293 shares of Iron Mountain worth $5.21M as of Q2 2026.
  • HRT Financial sold 87,045 Iron Mountain shares in Q2 2026, an estimated $10.7M.
  • Iron Mountain made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1129 holding.
  • HRT Financial first reported a position in Iron Mountain in Q1 2022 and has held it in 10 quarters since.
  • HRT Financial's Iron Mountain position peaked at $13.1M in Q1 2026.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.