Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Iron Mountain IRM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$60.3M Sell
590,504
-34,940
-6% -$3.48M 0.1% 179
2025
Q4 		$52M Buy
625,444
+127,724
+26% +$12M 0.08% 207
2025
Q3 		$50.7M Buy
497,720
+19,540
+4% +$1.88M 0.08% 204
2025
Q2 		$49M Buy
478,180
+110,583
+30% +$10.4M 0.09% 204
2025
Q1 		$31.6M Sell
367,597
-9,979
-3% -$962K 0.06% 277
2024
Q4 		$39.7M Buy
+377,576
New +$44.4M 0.08% 229

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's IRM Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Iron Mountain (IRM) stake by 5.6% in Q1 2026, selling an estimated $3.48M and leaving 590,504 shares worth $60.3M. The position accounts for 0.1% of the portfolio, ranked #179.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 590,504 shares of Iron Mountain worth $60.3M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 34,940 Iron Mountain shares in Q1 2026, an estimated $3.48M.
  • Iron Mountain made up 0.1% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #179 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.