Osaic Holdings
IRM icon

Osaic Holdings’s Iron Mountain IRM Stock Holding History

Osaic Holdings’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 		$13M Sell
102,853
-7,650
-7% -$938K 0.02% 870
2026
Q1 		$11.3M Sell
110,503
-12,913
-10% -$1.28M 0.02% 838
2025
Q4 		$10.2M Sell
123,416
-31,201
-20% -$2.92M 0.02% 923
2025
Q3 		$15.1M Buy
154,617
+35,470
+30% +$3.42M 0.02% 762
2025
Q2 		$12.2M Sell
119,147
-2,005
-2% -$189K 0.02% 718
2025
Q1 		$10.4M Buy
121,152
+6,930
+6% +$668K 0.02% 663
2024
Q4 		$12M Sell
114,222
-1,253
-1% -$147K 0.03% 585
2024
Q3 		$13.7M Sell
115,475
-2,966
-3% -$317K 0.03% 543
2024
Q2 		$10.6M Sell
118,441
-13,100
-10% -$1.06M 0.03% 610
2024
Q1 		$10.6M Sell
131,541
-5,740
-4% -$415K 0.02% 658
2023
Q4 		$9.61M Sell
137,281
-43,019
-24% -$2.7M 0.02% 830
2023
Q3 		$10.7M Buy
180,300
+38,410
+27% +$2.35M 0.02% 831
2023
Q2 		$8.07M Sell
141,890
-6,986
-5% -$382K 0.01% 878
2023
Q1 		$7.88M Sell
148,876
-1,283
-0.9% -$67.2K 0.01% 881
2022
Q4 		$7.49M Sell
150,159
-19,999
-12% -$1.01M 0.02% 869
2022
Q3 		$7.48M Sell
170,158
-25,996
-13% -$1.31M 0.02% 801
2022
Q2 		$9.55M Buy
196,154
+6,029
+3% +$317K 0.02% 690
2022
Q1 		$10.4M Buy
190,125
+16,197
+9% +$771K 0.02% 739
2021
Q4 		$9.1M Sell
173,928
-23,632
-12% -$1.12M 0.02% 783
2021
Q3 		$8.59M Buy
197,560
+21,297
+12% +$959K 0.02% 742
2021
Q2 		$7.46M Sell
176,263
-21,771
-11% -$913K 0.02% 814
2021
Q1 		$7.33M Sell
198,034
-39,440
-17% -$1.32M 0.02% 749
2020
Q4 		$7M Sell
237,474
-46,328
-16% -$1.29M 0.02% 670
2020
Q3 		$7.6M Sell
283,802
-45,844
-14% -$1.3M 0.02% 559
2020
Q2 		$8.61M Sell
329,646
-848,563
-72% -$21.4M 0.03% 493
2020
Q1 		$5.87M Buy
+1,178,209
New +$35.7M 0.02% 537

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

Osaic Holdings's IRM Position: Q2 2026 in Review

Osaic Holdings reduced its Iron Mountain (IRM) stake by 6.9% in Q2 2026, selling an estimated $938K and leaving 102,853 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #870.

Osaic Holdings first reported a position in IRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.1M in Q3 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Osaic Holdings held 102,853 shares of Iron Mountain worth $13M as of Q2 2026.
  • Osaic Holdings sold 7,650 Iron Mountain shares in Q2 2026, an estimated $938K.
  • Iron Mountain made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #870 holding.
  • Osaic Holdings first reported a position in Iron Mountain in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Iron Mountain position peaked at $15.1M in Q3 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.