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United Financial Planning Group’s Iron Mountain IRM Stock Holding History

United Financial Planning 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 		$22.2K Buy
+176
New +$21.6K 0.01% 158
2026
Q1 		– Sell
-2
Closed -$166 – 537
2025
Q4 		$166 Buy
+2
New +$187 ﹤0.01% 479

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

United Financial Planning Group's IRM Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Iron Mountain (IRM) in Q2 2026: 176 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in IRM as recently as Q4 2025.

United Financial Planning Group first reported a position in IRM in Q4 2025 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • United Financial Planning Group held 176 shares of Iron Mountain worth $22.2K as of Q2 2026.
  • Iron Mountain was a new United Financial Planning Group position in Q2 2026.
  • Iron Mountain made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #158 holding.
  • United Financial Planning Group first reported a position in Iron Mountain in Q4 2025 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.