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Vise Technologies’s Iron Mountain IRM Stock Holding History

Vise Technologies’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 		$709K Buy
5,615
+2,345
+72% +$287K 0.01% 962
2026
Q1 		$271K Hold
3,270
– – 0.01% 1197
2025
Q4 		$271K Buy
+3,270
New +$306K 0.01% 1205

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Vanguard Portfolio Management
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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

Vise Technologies's IRM Position: Q2 2026 in Review

Vise Technologies increased its Iron Mountain (IRM) stake by 72% in Q2 2026, buying an estimated $287K and bringing the position to 5,615 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #962.

Vise Technologies first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Vise Technologies held 5,615 shares of Iron Mountain worth $709K as of Q2 2026.
  • Vise Technologies bought 2,345 Iron Mountain shares in Q2 2026, an estimated $287K.
  • Iron Mountain made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #962 holding.
  • Vise Technologies first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.