Vontobel Holding
IRM icon

Vontobel Holding’s Iron Mountain IRM Stock Holding History

Vontobel Holding’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 		$242M Sell
1,919,656
-197,221
-9% -$24.2M 0.77% 28
2026
Q1 		$216M Buy
2,116,877
+427,631
+25% +$42.5M 0.74% 37
2025
Q4 		$140M Buy
1,689,246
+610,759
+57% +$57.2M 0.44% 48
2025
Q3 		$110M Buy
+1,078,487
New +$104M 0.33% 57
2025
Q2 		– Sell
-11,687
Closed -$1.01M – 1288
2025
Q1 		$1.01M Buy
11,687
+7,019
+150% +$676K ﹤0.01% 594
2024
Q4 		$491K Buy
4,668
+168
+4% +$19.7K ﹤0.01% 796
2024
Q3 		$535K Buy
+4,500
New +$481K ﹤0.01% 770

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

Vontobel Holding's IRM Position: Q2 2026 in Review

Vontobel Holding reduced its Iron Mountain (IRM) stake by 9.3% in Q2 2026, selling an estimated $24.2M and leaving 1,919,656 shares worth $242M. The position accounts for 0.77% of the portfolio, ranked #28.

Vontobel Holding first reported a position in IRM in Q3 2024 and has held it in 7 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Vontobel Holding held 1,919,656 shares of Iron Mountain worth $242M as of Q2 2026.
  • Vontobel Holding sold 197,221 Iron Mountain shares in Q2 2026, an estimated $24.2M.
  • Iron Mountain made up 0.77% of Vontobel Holding's portfolio in Q2 2026, its #28 holding.
  • Vontobel Holding first reported a position in Iron Mountain in Q3 2024 and has held it in 7 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.