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Root Financial Partners’s Iron Mountain IRM Stock Holding History

Root Financial Partners’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
Q1 		$205K Buy
2,010
+801
+66% +$79.7K 0.01% 328
2025
Q4 		$100K Sell
1,209
-10
-0.8% -$936 0.01% 467
2025
Q3 		$124K Buy
+1,219
New +$117K 0.01% 377

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 $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's IRM Position: Q1 2026 in Review

Root Financial Partners increased its Iron Mountain (IRM) stake by 66% in Q1 2026, buying an estimated $79.7K and bringing the position to 2,010 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #328.

Root Financial Partners first reported a position in IRM in Q3 2025 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Root Financial Partners held 2,010 shares of Iron Mountain worth $205K as of Q1 2026.
  • Root Financial Partners bought 801 Iron Mountain shares in Q1 2026, an estimated $79.7K.
  • Iron Mountain made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #328 holding.
  • Root Financial Partners first reported a position in Iron Mountain in Q3 2025 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.