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Unifi Asset Management LP’s Iron Mountain IRM Stock Holding History

Unifi Asset Management LP’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
Q1 		– Sell
-10,593
Closed -$879K – 100
2025
Q4 		$879K Buy
+10,593
New +$991K 0.6% 39

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Unifi Asset Management LP's IRM Position: Q1 2026 in Review

Unifi Asset Management LP sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 10,593 shares — an estimated $879K sold.

Unifi Asset Management LP first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $879K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Unifi Asset Management LP reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Unifi Asset Management LP sold 10,593 Iron Mountain shares in Q1 2026, an estimated $879K.
  • Unifi Asset Management LP first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
  • Unifi Asset Management LP's Iron Mountain position peaked at $879K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Unifi Asset Management LP's 13F filing for Q1 2026, filed 7 Aug 2026.