MWM
IRM icon

Modera Wealth Management’s Iron Mountain IRM Stock Holding History

Modera Wealth Management’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 		$246K Buy
+1,951
New +$239K ﹤0.01% 589
2025
Q3 		– Sell
-1,951
Closed -$200K – 658
2025
Q2 		$200K Buy
+1,951
New +$184K ﹤0.01% 629
2025
Q1 		– Sell
-1,928
Closed -$203K – 622
2024
Q4 		$203K Hold
1,928
– – ﹤0.01% 600
2024
Q3 		$229K Buy
+1,928
New +$206K ﹤0.01% 551

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 $3.37T AUM 44.26% 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

Modera Wealth Management's IRM Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Iron Mountain (IRM) in Q2 2026: 1,951 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in IRM as recently as Q2 2025.

Modera Wealth Management first reported a position in IRM in Q3 2024 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Modera Wealth Management held 1,951 shares of Iron Mountain worth $246K as of Q2 2026.
  • Iron Mountain was a new Modera Wealth Management position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Modera Wealth Management first reported a position in Iron Mountain in Q3 2024 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.