Optas LLC’s Iron Mountain IRM Stock Holding History

Optas LLC’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	$211K	Sell	1,671 -1,079	-39%	-$132K	0.03%	440
2026 Q1	$281K	Buy	+2,750	New	+$274K	0.04%	333

Other funds holding IRM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Optas LLC's IRM Position: Q2 2026 in Review

Optas LLC reduced its Iron Mountain (IRM) stake by 39% in Q2 2026, selling an estimated $132K and leaving 1,671 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #440.

Optas LLC first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $281K in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Optas LLC held 1,671 shares of Iron Mountain worth $211K as of Q2 2026.
Optas LLC sold 1,079 Iron Mountain shares in Q2 2026, an estimated $132K.
Iron Mountain made up 0.03% of Optas LLC's portfolio in Q2 2026, its #440 holding.
Optas LLC first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
Optas LLC's Iron Mountain position peaked at $281K in Q1 2026.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.