Orion Portfolio Solutions’s Iron Mountain IRM Stock Holding History

Orion Portfolio Solutions’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 Q1	$745K	Sell	8,657 -263	-3%	-$25.3K	0.01%	1220
2024 Q4	$938K	Buy	8,920 +957	+12%	+$112K	0.01%	1088
2024 Q3	$946K	Buy	7,963 +2,021	+34%	+$216K	0.01%	1067
2024 Q2	$533K	Sell	5,942 -539	-8%	-$43.6K	0.01%	1252
2024 Q1	$520K	Buy	6,481 +2,256	+53%	+$163K	0.01%	1245
2023 Q4	$288K	Sell	4,225 -118	-3%	-$7.4K	﹤0.01%	1422
2023 Q3	$258K	Sell	4,343 -108	-2%	-$6.6K	﹤0.01%	1449
2023 Q2	$253K	Sell	4,451 -9	-0.2%	-$493	﹤0.01%	1470
2023 Q1	$236K	Buy	+4,460	New	+$234K	﹤0.01%	1439
2020 Q3	–	Sell	-617	Closed	-$16K	–	1233
2020 Q2	$16K	Buy	617 +324	+111%	+$8.18K	﹤0.01%	1021
2020 Q1	$7K	Sell	293 -28	-9%	-$847	﹤0.01%	1192
2019 Q4	$10K	Buy	+321	New	+$10.5K	﹤0.01%	1000

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's IRM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Iron Mountain (IRM) stake by 2.9% in Q1 2025, selling an estimated $25.3K and leaving 8,657 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #1220.

Orion Portfolio Solutions first reported a position in IRM in Q4 2019 and has held it in 12 quarters since. The position peaked at $946K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Orion Portfolio Solutions held 8,657 shares of Iron Mountain worth $745K as of Q1 2025.
Orion Portfolio Solutions sold 263 Iron Mountain shares in Q1 2025, an estimated $25.3K.
Iron Mountain made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1220 holding.
Orion Portfolio Solutions first reported a position in Iron Mountain in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Iron Mountain position peaked at $946K in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.