Unifi Asset Management’s Iron Mountain IRM Stock Holding History

Unifi Asset Management’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	–	Sell	-10,593	Closed	-$879K	–	100
2025 Q4	$879K	Buy	+10,593	New	+$991K	0.6%	39

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

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

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

Unifi Asset Management's IRM Position: Q1 2026 in Review

Unifi Asset Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 10,593 shares — an estimated $879K sold.

Unifi Asset Management first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $879K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Unifi Asset Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Unifi Asset Management sold 10,593 Iron Mountain shares in Q1 2026, an estimated $879K.
Unifi Asset Management first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
Unifi Asset Management's Iron Mountain position peaked at $879K in Q4 2025.
1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Unifi Asset Management's 13F filing for Q1 2026, filed 7 Aug 2026.