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Kestra Private Wealth Services’s Iron Mountain IRM Stock Holding History

Kestra Private Wealth 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 		$1.93M Buy
15,295
+142
+0.9% +$17.4K 0.02% 612
2026
Q1 		$1.55M Buy
15,153
+701
+5% +$69.7K 0.02% 641
2025
Q4 		$1.2M Buy
14,452
+468
+3% +$43.8K 0.01% 729
2025
Q3 		$1.43M Sell
13,984
-843
-6% -$81.2K 0.02% 638
2025
Q2 		$1.52M Buy
14,827
+290
+2% +$27.3K 0.02% 583
2025
Q1 		$1.25M Buy
14,537
+1,860
+15% +$179K 0.02% 599
2024
Q4 		$1.33M Sell
12,677
-534
-4% -$62.7K 0.02% 550
2024
Q3 		$1.58M Sell
13,211
-1,012
-7% -$108K 0.03% 483
2024
Q2 		$1.28M Buy
14,223
+42
+0.3% +$3.4K 0.03% 499
2024
Q1 		$1.15M Buy
+14,181
New +$1.03M 0.03% 520
2020
Q4 		– Sell
-66,077
Closed -$1.77M – 763
2020
Q3 		$1.77M Buy
+66,077
New +$1.88M 0.15% 152

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

Kestra Private Wealth Services's IRM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Iron Mountain (IRM) stake by 0.94% in Q2 2026, buying an estimated $17.4K and bringing the position to 15,295 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #612.

Kestra Private Wealth Services first reported a position in IRM in Q3 2020 and has held it in 11 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Kestra Private Wealth Services held 15,295 shares of Iron Mountain worth $1.93M as of Q2 2026.
  • Kestra Private Wealth Services bought 142 Iron Mountain shares in Q2 2026, an estimated $17.4K.
  • Iron Mountain made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #612 holding.
  • Kestra Private Wealth Services first reported a position in Iron Mountain in Q3 2020 and has held it in 11 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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