NorthRock Partners’s Iron Mountain IRM Stock Holding History

NorthRock 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
2025 Q4	–	Sell	-4,774	Closed	-$487K	–	764
2025 Q3	$487K	Sell	4,774 -470	-9%	-$45.3K	0.01%	544
2025 Q2	$541K	Buy	5,244 +169	+3%	+$15.9K	0.01%	384
2025 Q1	$440K	Buy	5,075 +131	+3%	+$12.6K	0.01%	374
2024 Q4	$523K	Sell	4,944 -1,283	-21%	-$151K	0.02%	345
2024 Q3	$742K	Sell	6,227 -1,170	-16%	-$125K	0.02%	273
2024 Q2	$668K	Sell	7,397 -608	-8%	-$49.2K	0.03%	268
2024 Q1	$647K	Buy	8,005 +173	+2%	+$12.5K	0.02%	290
2023 Q4	$552K	Buy	7,832 +4,195	+115%	+$263K	0.02%	297
2023 Q3	$216K	Buy	+3,637	New	+$222K	0.02%	317

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NorthRock Partners's IRM Position: Q4 2025 in Review

NorthRock Partners sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 4,774 shares — an estimated $487K sold.

NorthRock Partners first reported a position in IRM in Q3 2023 and held it in 9 quarters. The position peaked at $742K in Q3 2024. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

NorthRock Partners reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 4,774 Iron Mountain shares in Q4 2025, an estimated $487K.
NorthRock Partners first reported a position in Iron Mountain in Q3 2023 and held it in 9 quarters.
NorthRock Partners's Iron Mountain position peaked at $742K in Q3 2024.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

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