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
Q2 		$77.1M Buy
610,889
+20,385
+3% +$2.5M 0.12% 155
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 $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

Universal-Beteiligungs- und Servicegesellschaft's IRM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Iron Mountain (IRM) stake by 3.5% in Q2 2026, buying an estimated $2.5M and bringing the position to 610,889 shares worth $77.1M. The position accounts for 0.12% of the portfolio, ranked #155.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 610,889 shares of Iron Mountain worth $77.1M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 20,385 Iron Mountain shares in Q2 2026, an estimated $2.5M.
  • Iron Mountain made up 0.12% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #155 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.