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
2021
Q1 		– Sell
-7
Closed -$2K – 6874
2020
Q4 		$2K Hold
7
– – ﹤0.01% 6075
2020
Q3 		$4K Hold
7
– – ﹤0.01% 5640
2020
Q2 		$6K Hold
7
– – ﹤0.01% 5400
2020
Q1 		$6K Buy
+7
New +$212 ﹤0.01% 5258

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Osaic Holdings's IRM Position: Q1 2026 in Review

Osaic Holdings reduced its Iron Mountain (IRM) stake by 10% in Q1 2026, selling an estimated $1.28M and leaving 110,503 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #838.

Osaic Holdings first reported a position in IRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.1M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Osaic Holdings held 110,503 shares of Iron Mountain worth $11.3M as of Q1 2026.
  • Osaic Holdings sold 12,913 Iron Mountain shares in Q1 2026, an estimated $1.28M.
  • Iron Mountain made up 0.02% of Osaic Holdings's portfolio in Q1 2026, its #838 holding.
  • Osaic Holdings first reported a position in Iron Mountain in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Iron Mountain position peaked at $15.1M in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.