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Verdence Capital Advisors’s Iron Mountain IRM Stock Holding History

Verdence Capital 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
Q1 		$1.15M Sell
11,273
-518
-4% -$51.5K 0.07% 263
2025
Q4 		$978K Sell
11,791
-8,941
-43% -$837K 0.06% 280
2025
Q3 		$2.21M Buy
20,732
+14,015
+209% +$1.35M 0.13% 161
2025
Q2 		$689K Buy
6,717
+34
+0.5% +$3.21K 0.05% 323
2025
Q1 		$575K Sell
6,683
-345
-5% -$33.2K 0.04% 343
2024
Q4 		$739K Sell
7,028
-2
-0% -$235 0.06% 293
2024
Q3 		$835K Buy
7,030
+2,726
+63% +$292K 0.07% 279
2024
Q2 		$386K Buy
4,304
+6
+0.1% +$486 0.03% 396
2024
Q1 		$345K Buy
4,298
+70
+2% +$5.07K 0.03% 437
2023
Q4 		$296K Buy
4,228
+17
+0.4% +$1.07K 0.03% 470
2023
Q3 		$250K Sell
4,211
-620
-13% -$37.9K 0.03% 488
2023
Q2 		$274K Sell
4,831
-3
-0.1% -$164 0.03% 442
2023
Q1 		$256K Buy
4,834
+41
+0.9% +$2.15K 0.03% 471
2022
Q4 		$239K Sell
4,793
-1,133
-19% -$57.2K 0.03% 431
2022
Q3 		$261K Buy
5,926
+13
+0.2% +$656 0.04% 413
2022
Q2 		$288K Buy
5,913
+113
+2% +$5.95K 0.04% 394
2022
Q1 		$321K Buy
5,800
+14
+0.2% +$667 0.04% 411
2021
Q4 		$303K Buy
5,786
+15
+0.3% +$709 0.04% 415
2021
Q3 		$251K Buy
5,771
+16
+0.3% +$720 0.03% 426
2021
Q2 		$244K Buy
+5,755
New +$241K 0.03% 421

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

Verdence Capital Advisors's IRM Position: Q1 2026 in Review

Verdence Capital Advisors reduced its Iron Mountain (IRM) stake by 4.4% in Q1 2026, selling an estimated $51.5K and leaving 11,273 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #263.

Verdence Capital Advisors first reported a position in IRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.21M in Q3 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Verdence Capital Advisors held 11,273 shares of Iron Mountain worth $1.15M as of Q1 2026.
  • Verdence Capital Advisors sold 518 Iron Mountain shares in Q1 2026, an estimated $51.5K.
  • Iron Mountain made up 0.07% of Verdence Capital Advisors's portfolio in Q1 2026, its #263 holding.
  • Verdence Capital Advisors first reported a position in Iron Mountain in Q2 2021 and has held it in 20 quarters since.
  • Verdence Capital Advisors's Iron Mountain position peaked at $2.21M in Q3 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.