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Opal Wealth Advisors’s Iron Mountain IRM Stock Holding History

Opal Wealth 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 		– Sell
-196
Closed -$20K – 402
2026
Q1 		$20K Buy
+196
New +$19.5K ﹤0.01% 605
2024
Q3 		– Sell
-236
Closed -$21.2K – 677
2024
Q2 		$21.2K Buy
+236
New +$19.1K 0.01% 498

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

Opal Wealth Advisors's IRM Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 196 shares — an estimated $20K sold.

Opal Wealth Advisors first reported a position in IRM in Q2 2024 and held it in 2 quarters. The position peaked at $21.2K in Q2 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 196 Iron Mountain shares in Q2 2026, an estimated $20K.
  • Opal Wealth Advisors first reported a position in Iron Mountain in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Iron Mountain position peaked at $21.2K in Q2 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.