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Prosperity Consulting Group’s Iron Mountain IRM Stock Holding History

Prosperity Consulting Group’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 		$315K Buy
2,493
+133
+6% +$16.3K 0.01% 478
2026
Q1 		$241K Buy
+2,360
New +$235K 0.01% 465
2025
Q4 		– Sell
-3,640
Closed -$371K – 519
2025
Q3 		$371K Sell
3,640
-5
-0.1% -$482 0.02% 381
2025
Q2 		$374K Buy
+3,645
New +$344K 0.03% 343

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

Prosperity Consulting Group's IRM Position: Q2 2026 in Review

Prosperity Consulting Group increased its Iron Mountain (IRM) stake by 5.6% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,493 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #478.

Prosperity Consulting Group first reported a position in IRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q2 2025. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Prosperity Consulting Group held 2,493 shares of Iron Mountain worth $315K as of Q2 2026.
  • Prosperity Consulting Group bought 133 Iron Mountain shares in Q2 2026, an estimated $16.3K.
  • Iron Mountain made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #478 holding.
  • Prosperity Consulting Group first reported a position in Iron Mountain in Q2 2025 and has held it in 4 quarters since.
  • Prosperity Consulting Group's Iron Mountain position peaked at $374K in Q2 2025.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.