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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
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

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

Root Financial Partners's IRM Position: Q2 2026 in Review

Root Financial Partners increased its Iron Mountain (IRM) stake by 20% in Q2 2026, buying an estimated $49.3K and bringing the position to 2,412 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #279.

Root Financial Partners first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Root Financial Partners held 2,412 shares of Iron Mountain worth $305K as of Q2 2026.
  • Root Financial Partners bought 402 Iron Mountain shares in Q2 2026, an estimated $49.3K.
  • Iron Mountain made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #279 holding.
  • Root Financial Partners first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.