Root Financial Partners
IRM icon

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
Q3 		$267K Sell
2,409
-3
-0.1% -$359 0.01% 346
2026
Q2 		$305K Buy
2,412
+402
+20% +$49.3K 0.01% 279
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

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Sumitomo Mitsui Trust Group
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $2.04B AUM 44.57% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Root Financial Partners's IRM Position: Q3 2026 in Review

Root Financial Partners reduced its Iron Mountain (IRM) stake by 0.12% in Q3 2026, selling an estimated $359 and leaving 2,409 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #346.

Root Financial Partners first reported a position in IRM in Q3 2025 and has held it in 5 quarters since. The position peaked at $305K in Q2 2026. 488 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Root Financial Partners held 2,409 shares of Iron Mountain worth $267K as of Q3 2026.
  • Root Financial Partners sold 3 Iron Mountain shares in Q3 2026, an estimated $359.
  • Iron Mountain made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #346 holding.
  • Root Financial Partners first reported a position in Iron Mountain in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Iron Mountain position peaked at $305K in Q2 2026.
  • 488 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.