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VestGen Advisors’s Iron Mountain IRM Stock Holding History

VestGen 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 		$337K Sell
2,666
-155
-5% -$19K 0.01% 801
2026
Q1 		$356K Buy
+2,821
New +$281K 0.01% 775

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

VestGen Advisors's IRM Position: Q2 2026 in Review

VestGen Advisors reduced its Iron Mountain (IRM) stake by 5.5% in Q2 2026, selling an estimated $19K and leaving 2,666 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #801.

VestGen Advisors first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $356K in Q1 2026. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • VestGen Advisors held 2,666 shares of Iron Mountain worth $337K as of Q2 2026.
  • VestGen Advisors sold 155 Iron Mountain shares in Q2 2026, an estimated $19K.
  • Iron Mountain made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #801 holding.
  • VestGen Advisors first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's Iron Mountain position peaked at $356K in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.