Iconiq Capital’s Iron Mountain IRM Stock Holding History

Iconiq Capital’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 Q3	–	Sell	-2,792	Closed	-$286K	–	242
2025 Q2	$286K	Buy	+2,792	New	+$263K	﹤0.01%	298

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Iconiq Capital's IRM Position: Q3 2025 in Review

Iconiq Capital sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,792 shares — an estimated $286K sold.

Iconiq Capital first reported a position in IRM in Q2 2025 and held it in 1 quarter. The position peaked at $286K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Iconiq Capital reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 2,792 Iron Mountain shares in Q3 2025, an estimated $286K.
Iconiq Capital first reported a position in Iron Mountain in Q2 2025 and held it in 1 quarter.
Iconiq Capital's Iron Mountain position peaked at $286K in Q2 2025.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.