Kestra Advisory Services’s Iron Mountain IRM Stock Holding History

Kestra Advisory Services’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	$12.6M	Sell	100,099 -1,228	-1%	-$151K	0.04%	443
2026 Q1	$10.3M	Buy	101,327 +231	+0.2%	+$23K	0.04%	453
2025 Q4	$8.39M	Sell	101,096 -1,913	-2%	-$179K	0.03%	484
2025 Q3	$10.5M	Buy	103,009 +14,092	+16%	+$1.36M	0.05%	379
2025 Q2	$9.12M	Buy	88,917 +917	+1%	+$86.4K	0.04%	408
2025 Q1	$7.57M	Buy	88,000 +3,802	+5%	+$366K	0.04%	427
2024 Q4	$8.85M	Buy	84,198 +81,618	+3,163%	+$9.59M	0.05%	384
2024 Q3	$307K	Sell	2,580 -70,570	-96%	-$7.55M	﹤0.01%	2070
2024 Q2	$6.6M	Sell	73,150 -401	-0.5%	-$32.5K	0.04%	494
2024 Q1	$5.95M	Buy	+73,551	New	+$5.32M	0.04%	468

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kestra Advisory Services's IRM Position: Q2 2026 in Review

Kestra Advisory Services reduced its Iron Mountain (IRM) stake by 1.2% in Q2 2026, selling an estimated $151K and leaving 100,099 shares worth $12.6M. The position accounts for 0.04% of the portfolio, ranked #443.

Kestra Advisory Services first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Kestra Advisory Services held 100,099 shares of Iron Mountain worth $12.6M as of Q2 2026.
Kestra Advisory Services sold 1,228 Iron Mountain shares in Q2 2026, an estimated $151K.
Iron Mountain made up 0.04% of Kestra Advisory Services's portfolio in Q2 2026, its #443 holding.
Kestra Advisory Services first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.