MGIA
IRM icon

Moneta Group Investment Advisors’s Iron Mountain IRM Stock Holding History

Moneta Group Investment Advisors’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 		$459K Buy
+3,632
New +$445K ﹤0.01% 568
2025
Q3 		– Sell
-1,963
Closed -$201K – 803
2025
Q2 		$201K Buy
+1,963
New +$185K ﹤0.01% 676
2025
Q1 		– Sell
-4,931
Closed -$518K – 684
2024
Q4 		$518K Buy
4,931
+1,010
+26% +$119K 0.01% 406
2024
Q3 		$466K Buy
3,921
+250
+7% +$26.7K 0.01% 422
2024
Q2 		$329K Sell
3,671
-316
-8% -$25.6K 0.01% 464
2024
Q1 		$320K Sell
3,987
-835
-17% -$60.4K 0.01% 468
2023
Q4 		$337K Buy
4,822
+1,116
+30% +$70K 0.01% 416
2023
Q3 		$220K Sell
3,706
-51
-1% -$3.12K 0.01% 475
2023
Q2 		$213K Buy
+3,757
New +$206K ﹤0.01% 496
2023
Q1 		– Sell
-3,795
Closed -$207K – 546
2022
Q4 		$207K Buy
+3,795
New +$192K 0.01% 432
2022
Q3 		– Sell
-5,484
Closed -$267K – 450
2022
Q2 		$267K Buy
5,484
+521
+10% +$27.4K 0.01% 398
2022
Q1 		$275K Buy
4,963
+893
+22% +$42.5K 0.01% 372
2021
Q4 		$213K Buy
+4,070
New +$192K 0.01% 444
2018
Q3 		– Sell
-554
Closed -$19K – 303
2018
Q2 		$19K Buy
+554
New +$18.7K ﹤0.01% 361

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

Moneta Group Investment Advisors's IRM Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 3,632 shares worth $459K. The stake represents ﹤0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in IRM as recently as Q2 2025.

Moneta Group Investment Advisors first reported a position in IRM in Q2 2018 and has held it in 14 quarters since. The position peaked at $518K in Q4 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Moneta Group Investment Advisors held 3,632 shares of Iron Mountain worth $459K as of Q2 2026.
  • Iron Mountain was a new Moneta Group Investment Advisors position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #568 holding.
  • Moneta Group Investment Advisors first reported a position in Iron Mountain in Q2 2018 and has held it in 14 quarters since.
  • Moneta Group Investment Advisors's Iron Mountain position peaked at $518K in Q4 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.