VA
IRM icon

Vident Advisory’s Iron Mountain IRM Stock Holding History

Vident Advisory’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 		$1.31M Sell
10,352
-430
-4% -$52.7K 0.01% 850
2026
Q1 		$1.1M Buy
10,782
+2,260
+27% +$225K 0.01% 837
2025
Q4 		$707K Sell
8,522
-1,035
-11% -$96.9K 0.01% 975
2025
Q3 		$974K Sell
9,557
-260
-3% -$25K 0.01% 843
2025
Q2 		$1.01M Buy
9,817
+616
+7% +$58.1K 0.01% 734
2025
Q1 		$792K Buy
9,201
+4,887
+113% +$471K 0.01% 817
2024
Q4 		$453K Buy
4,314
+494
+13% +$58K 0.01% 1003
2024
Q3 		$454K Buy
3,820
+667
+21% +$71.3K 0.01% 980
2024
Q2 		$283K Buy
3,153
+523
+20% +$42.3K 0.01% 1148
2024
Q1 		$211K Buy
+2,630
New +$190K ﹤0.01% 1187

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 $3.38T AUM 44.17% 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

Vident Advisory's IRM Position: Q2 2026 in Review

Vident Advisory reduced its Iron Mountain (IRM) stake by 4% in Q2 2026, selling an estimated $52.7K and leaving 10,352 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #850.

Vident Advisory first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Vident Advisory held 10,352 shares of Iron Mountain worth $1.31M as of Q2 2026.
  • Vident Advisory sold 430 Iron Mountain shares in Q2 2026, an estimated $52.7K.
  • Iron Mountain made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #850 holding.
  • Vident Advisory first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.