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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
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 $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

Vident Advisory's IRM Position: Q1 2026 in Review

Vident Advisory increased its Iron Mountain (IRM) stake by 27% in Q1 2026, buying an estimated $225K and bringing the position to 10,782 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #837.

Vident Advisory first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Vident Advisory held 10,782 shares of Iron Mountain worth $1.1M as of Q1 2026.
  • Vident Advisory bought 2,260 Iron Mountain shares in Q1 2026, an estimated $225K.
  • Iron Mountain made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #837 holding.
  • Vident Advisory first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.