UBS Group’s Iron Mountain IRM Stock Holding History

UBS 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	–	Sell	-15,900	Closed	-$1.62M	–	10726
2026 Q1	$1.62M	Hold	15,900	–	–	﹤0.01%	5158
2025 Q4	$1.32M	Buy	+15,900	New	+$1.49M	﹤0.01%	5342
2021 Q1	–	Sell	-10,300	Closed	-$304K	–	9229
2020 Q4	$304K	Sell	10,300 -100	-1%	-$2.77K	﹤0.01%	4960
2020 Q3	$279K	Buy	10,400 +100	+1%	+$2.85K	﹤0.01%	4595
2020 Q2	$269K	Hold	10,300	–	–	﹤0.01%	4595
2020 Q1	$245K	Sell	10,300 -20,600	-67%	-$624K	﹤0.01%	4566
2019 Q4	$985K	Buy	30,900 +20,800	+206%	+$682K	﹤0.01%	4226
2019 Q3	$327K	Hold	10,100	–	–	﹤0.01%	4883
2019 Q2	$316K	Buy	+10,100	New	+$331K	﹤0.01%	4622
2018 Q4	–	Sell	-37,000	Closed	-$1.28M	–	8154
2018 Q3	$1.28M	Hold	37,000	–	–	﹤0.01%	3620
2018 Q2	$1.29M	Buy	+37,000	New	+$1.25M	﹤0.01%	3555

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group's IRM Position: Q2 2026 in Review

UBS Group increased its Iron Mountain (IRM) stake by 14% in Q2 2026, buying an estimated $13.9M and bringing the position to 915,101 shares worth $116M. The position accounts for 0.01% of the portfolio, ranked #1023.

UBS Group first reported a position in IRM in Q4 2014 and has held it in 47 quarters since. The position peaked at $185M in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

UBS Group held 915,101 shares of Iron Mountain worth $116M as of Q2 2026.
UBS Group bought 113,671 Iron Mountain shares in Q2 2026, an estimated $13.9M.
Iron Mountain made up 0.01% of UBS Group's portfolio in Q2 2026, its #1023 holding.
UBS Group first reported a position in Iron Mountain in Q4 2014 and has held it in 47 quarters since.
UBS Group's Iron Mountain position peaked at $185M in Q2 2025.
1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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