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Valeo Financial Advisors’s Iron Mountain IRM Stock Holding History

Valeo Financial Advisors’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 		$243K Buy
+1,920
New +$235K 0.01% 694
2025
Q4 		– Sell
-2,173
Closed -$221K – 869
2025
Q3 		$221K Buy
2,173
+85
+4% +$8.19K 0.01% 725
2025
Q2 		$214K Buy
+2,088
New +$197K 0.01% 689
2021
Q2 		– Sell
-720
Closed -$27K – 1154
2021
Q1 		$27K Buy
720
+175
+32% +$5.85K ﹤0.01% 1063
2020
Q4 		$16K Buy
545
+500
+1,111% +$13.9K ﹤0.01% 1086
2020
Q3 		$1K Sell
45
-30
-40% -$854 ﹤0.01% 1484
2020
Q2 		$2K Buy
75
+30
+67% +$758 ﹤0.01% 1762
2020
Q1 		$1K Sell
45
-1,000
-96% -$30.3K ﹤0.01% 1661
2019
Q4 		$33K Buy
1,045
+1,000
+2,222% +$32.8K ﹤0.01% 786
2019
Q3 		$1K Sell
45
-1,017
-96% -$31.9K ﹤0.01% 1455
2019
Q2 		$33K Buy
1,062
+701
+194% +$23K ﹤0.01% 709
2019
Q1 		$13K Buy
361
+316
+702% +$11.2K ﹤0.01% 890
2018
Q4 		$1K Hold
45
– – ﹤0.01% 1384
2018
Q3 		$1K Hold
45
– – ﹤0.01% 1632
2018
Q2 		$2K Hold
45
– – ﹤0.01% 1348
2018
Q1 		$1K Buy
+45
New +$1.52K ﹤0.01% 1437

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

Valeo Financial Advisors's IRM Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 1,920 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in IRM as recently as Q3 2025.

Valeo Financial Advisors first reported a position in IRM in Q1 2018 and has held it in 16 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Valeo Financial Advisors held 1,920 shares of Iron Mountain worth $243K as of Q2 2026.
  • Iron Mountain was a new Valeo Financial Advisors position in Q2 2026.
  • Iron Mountain made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #694 holding.
  • Valeo Financial Advisors first reported a position in Iron Mountain in Q1 2018 and has held it in 16 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.