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Sagespring Wealth Partners’s Iron Mountain IRM Stock Holding History

Sagespring Wealth 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 		$415K Sell
3,282
-404
-11% -$49.5K 0.01% 579
2026
Q1 		$376K Buy
3,686
+241
+7% +$24K 0.01% 578
2025
Q4 		$286K Buy
3,445
+802
+30% +$75.1K 0.01% 635
2025
Q3 		$269K Sell
2,643
-42
-2% -$4.05K 0.01% 637
2025
Q2 		$275K Buy
+2,685
New +$253K 0.01% 604
2025
Q1 		– Sell
-2,086
Closed -$219K – 681
2024
Q4 		$219K Buy
+2,086
New +$245K 0.01% 568

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

Sagespring Wealth Partners's IRM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Iron Mountain (IRM) stake by 11% in Q2 2026, selling an estimated $49.5K and leaving 3,282 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #579.

Sagespring Wealth Partners first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Sagespring Wealth Partners held 3,282 shares of Iron Mountain worth $415K as of Q2 2026.
  • Sagespring Wealth Partners sold 404 Iron Mountain shares in Q2 2026, an estimated $49.5K.
  • Iron Mountain made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #579 holding.
  • Sagespring Wealth Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.