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New Age Alpha Advisors’s Iron Mountain IRM Stock Holding History

New Age Alpha 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 		$6.52M Buy
51,605
+18
+0% +$2.21K 0.28% 80
2026
Q1 		$5.27M Sell
51,587
-18,304
-26% -$1.82M 0.25% 114
2025
Q4 		$5.8M Sell
69,891
-2,252
-3% -$211K 0.25% 100
2025
Q3 		$7.35M Sell
72,143
-5,712
-7% -$550K 0.31% 74
2025
Q2 		$7.99M Sell
77,855
-18,666
-19% -$1.76M 0.35% 60
2025
Q1 		$8.3M Buy
96,521
+40,793
+73% +$3.93M 0.37% 58
2024
Q4 		$5.86M Buy
+55,728
New +$6.55M 0.24% 113

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

New Age Alpha Advisors's IRM Position: Q2 2026 in Review

New Age Alpha Advisors increased its Iron Mountain (IRM) stake by 0.03% in Q2 2026, buying an estimated $2.21K and bringing the position to 51,605 shares worth $6.52M. The position accounts for 0.28% of the portfolio, ranked #80.

New Age Alpha Advisors first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.3M in Q1 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • New Age Alpha Advisors held 51,605 shares of Iron Mountain worth $6.52M as of Q2 2026.
  • New Age Alpha Advisors bought 18 Iron Mountain shares in Q2 2026, an estimated $2.21K.
  • Iron Mountain made up 0.28% of New Age Alpha Advisors's portfolio in Q2 2026, its #80 holding.
  • New Age Alpha Advisors first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Iron Mountain position peaked at $8.3M in Q1 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.