NewSquare Capital’s Iron Mountain IRM Stock Holding History

NewSquare Capital’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
2025 Q4	–	Sell	-11,823	Closed	-$1.21M	–	188
2025 Q3	$1.21M	Buy	11,823 +11,585	+4,868%	+$1.12M	0.08%	132
2025 Q2	$24.4K	Buy	238 +204	+600%	+$19.2K	﹤0.01%	441
2025 Q1	$2.92K	Buy	34 +23	+209%	+$2.22K	﹤0.01%	785
2024 Q4	$1.16K	Buy	+11	New	+$1.29K	﹤0.01%	643
2023 Q4	–	Sell	-24	Closed	-$1.43K	–	565
2023 Q3	$1.43K	Buy	+24	New	+$1.47K	﹤0.01%	473
2023 Q1	–	Sell	-10	Closed	-$524	–	925
2022 Q4	$499	Buy	+10	New	+$505	﹤0.01%	652
2013 Q4	–	Sell	-198	Closed	-$5K	–	252
2013 Q3	$5K	Buy	+198	New	+$5.03K	﹤0.01%	193

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NewSquare Capital's IRM Position: Q4 2025 in Review

NewSquare Capital sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 11,823 shares — an estimated $1.21M sold.

NewSquare Capital first reported a position in IRM in Q3 2013 and held it in 7 quarters. The position peaked at $1.21M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

NewSquare Capital reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
NewSquare Capital sold 11,823 Iron Mountain shares in Q4 2025, an estimated $1.21M.
NewSquare Capital first reported a position in Iron Mountain in Q3 2013 and held it in 7 quarters.
NewSquare Capital's Iron Mountain position peaked at $1.21M in Q3 2025.
1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on NewSquare Capital's 13F filing for Q4 2025, filed 17 Feb 2026.