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Naviter Wealth’s Iron Mountain IRM Stock Holding History

Naviter Wealth’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 		$3.44M Buy
27,040
+5,076
+23% +$622K 0.31% 72
2026
Q1 		$2.26M Buy
21,964
+2,170
+11% +$216K 0.28% 85
2025
Q4 		$1.66M Sell
19,794
-3,211
-14% -$301K 0.22% 111
2025
Q3 		$2.36M Buy
23,005
+664
+3% +$64K 0.28% 93
2025
Q2 		$2.31M Buy
22,341
+1,572
+8% +$148K 0.28% 93
2025
Q1 		$1.78M Buy
20,769
+753
+4% +$72.6K 0.22% 131
2024
Q4 		$2.12M Buy
20,016
+2,531
+14% +$297K 0.26% 108
2024
Q3 		$2.09M Sell
17,485
-1,600
-8% -$171K 0.29% 100
2024
Q2 		$1.72M Buy
19,085
+673
+4% +$54.5K 0.26% 114
2024
Q1 		$1.49M Buy
18,412
+66
+0.4% +$4.78K 0.24% 118
2023
Q4 		$1.3M Buy
18,346
+2,928
+19% +$184K 0.26% 103
2023
Q3 		$927K Buy
15,418
+1,329
+9% +$81.2K 0.22% 110
2023
Q2 		$809K Buy
14,089
+1,860
+15% +$102K 0.21% 127
2023
Q1 		$653K Buy
12,229
+3,825
+46% +$200K 0.23% 124
2022
Q4 		$438K Buy
8,404
+1,251
+17% +$63.2K 0.12% 161
2022
Q3 		$319K Buy
+7,153
New +$361K 0.13% 156

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

Naviter Wealth's IRM Position: Q2 2026 in Review

Naviter Wealth increased its Iron Mountain (IRM) stake by 23% in Q2 2026, buying an estimated $622K and bringing the position to 27,040 shares worth $3.44M. The position accounts for 0.31% of the portfolio, ranked #72.

Naviter Wealth first reported a position in IRM in Q3 2022 and has held it in 16 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Naviter Wealth held 27,040 shares of Iron Mountain worth $3.44M as of Q2 2026.
  • Naviter Wealth bought 5,076 Iron Mountain shares in Q2 2026, an estimated $622K.
  • Iron Mountain made up 0.31% of Naviter Wealth's portfolio in Q2 2026, its #72 holding.
  • Naviter Wealth first reported a position in Iron Mountain in Q3 2022 and has held it in 16 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.