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Mosaic Family Wealth Partners’s Iron Mountain IRM Stock Holding History

Mosaic Family Wealth Partners’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 		$298K Buy
2,360
+320
+16% +$39.2K 0.02% 355
2026
Q1 		$208K Buy
+2,040
New +$203K 0.02% 268
2025
Q4 		– Sell
-2,040
Closed -$205K – 250
2025
Q3 		$205K Hold
2,040
– – 0.02% 225
2025
Q2 		$209K Sell
2,040
-673
-25% -$63.4K 0.03% 217
2025
Q1 		$233K Buy
2,713
+673
+33% +$64.9K 0.03% 194
2024
Q4 		$214K Hold
2,040
– – 0.03% 195
2024
Q3 		$242K Buy
+2,040
New +$218K 0.04% 182

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

Mosaic Family Wealth Partners's IRM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Iron Mountain (IRM) stake by 16% in Q2 2026, buying an estimated $39.2K and bringing the position to 2,360 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #355.

Mosaic Family Wealth Partners first reported a position in IRM in Q3 2024 and has held it in 7 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,360 shares of Iron Mountain worth $298K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 320 Iron Mountain shares in Q2 2026, an estimated $39.2K.
  • Iron Mountain made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #355 holding.
  • Mosaic Family Wealth Partners first reported a position in Iron Mountain in Q3 2024 and has held it in 7 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.