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Prospera Financial Services’s Iron Mountain IRM Stock Holding History

Prospera Financial Services’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 		$970K Buy
7,677
+182
+2% +$22.3K 0.01% 786
2026
Q1 		$766K Sell
7,495
-135
-2% -$13.4K 0.01% 829
2025
Q4 		$633K Buy
7,630
+1,710
+29% +$160K 0.01% 846
2025
Q3 		$604K Buy
5,920
+1,428
+32% +$138K 0.01% 869
2025
Q2 		$461K Sell
4,492
-44
-1% -$4.15K 0.01% 934
2025
Q1 		$390K Buy
4,536
+1,445
+47% +$139K 0.01% 887
2024
Q4 		$325K Buy
3,091
+283
+10% +$33.3K 0.01% 898
2024
Q3 		$334K Buy
2,808
+285
+11% +$30.5K 0.01% 875
2024
Q2 		$226K Buy
+2,523
New +$204K 0.01% 1033
2022
Q3 		– Sell
-1,408
Closed -$69K – 1218
2022
Q2 		$69K Sell
1,408
-626
-31% -$32.9K ﹤0.01% 969
2022
Q1 		$113K Buy
+2,034
New +$96.9K ﹤0.01% 1074
2020
Q4 		– Sell
-1,585
Closed -$42K – 1107
2020
Q3 		$42K Buy
+1,585
New +$45.1K 0.02% 680

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

Prospera Financial Services's IRM Position: Q2 2026 in Review

Prospera Financial Services increased its Iron Mountain (IRM) stake by 2.4% in Q2 2026, buying an estimated $22.3K and bringing the position to 7,677 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #786.

Prospera Financial Services first reported a position in IRM in Q3 2020 and has held it in 12 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Prospera Financial Services held 7,677 shares of Iron Mountain worth $970K as of Q2 2026.
  • Prospera Financial Services bought 182 Iron Mountain shares in Q2 2026, an estimated $22.3K.
  • Iron Mountain made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #786 holding.
  • Prospera Financial Services first reported a position in Iron Mountain in Q3 2020 and has held it in 12 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.