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Wealthcare Advisory Partners’s Iron Mountain IRM Stock Holding History

Wealthcare Advisory Partners’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 		$1.07M Sell
8,501
-1,192
-12% -$146K 0.02% 499
2026
Q1 		$990K Sell
9,693
-1,816
-16% -$181K 0.02% 519
2025
Q4 		$955K Sell
11,509
-1,216
-10% -$114K 0.02% 528
2025
Q3 		$1.3M Sell
12,725
-284
-2% -$27.4K 0.03% 434
2025
Q2 		$1.33M Buy
13,009
+187
+1% +$17.6K 0.03% 419
2025
Q1 		$1.1M Buy
12,822
+111
+0.9% +$10.7K 0.03% 421
2024
Q4 		$1.34M Buy
12,711
+280
+2% +$32.9K 0.04% 359
2024
Q3 		$1.48M Buy
12,431
+213
+2% +$22.8K 0.04% 326
2024
Q2 		$1.1M Sell
12,218
-571
-4% -$46.2K 0.03% 356
2024
Q1 		$1.03M Buy
12,789
+8,184
+178% +$592K 0.03% 353
2023
Q4 		$322K Sell
4,605
-1,449
-24% -$90.9K 0.01% 589
2023
Q3 		$360K Sell
6,054
-218
-3% -$13.3K 0.02% 510
2023
Q2 		$356K Sell
6,272
-698
-10% -$38.2K 0.02% 525
2023
Q1 		$369K Sell
6,970
-411
-6% -$21.5K 0.02% 531
2022
Q4 		$368K Sell
7,381
-2,548
-26% -$129K 0.02% 487
2022
Q3 		$437K Sell
9,929
-343
-3% -$17.3K 0.02% 394
2022
Q2 		$500K Sell
10,272
-917
-8% -$48.3K 0.03% 326
2022
Q1 		$620K Buy
11,189
+722
+7% +$34.4K 0.04% 270
2021
Q4 		$548K Sell
10,467
-4,863
-32% -$230K 0.03% 305
2021
Q3 		$666K Buy
15,330
+487
+3% +$21.9K 0.04% 262
2021
Q2 		$628K Buy
14,843
+2,287
+18% +$95.9K 0.04% 269
2021
Q1 		$465K Buy
12,556
+3,165
+34% +$106K 0.03% 304
2020
Q4 		$277K Buy
9,391
+491
+6% +$13.6K 0.02% 337
2020
Q3 		$238K Buy
+8,900
New +$253K 0.03% 304
2020
Q2 		– Sell
-358
Closed -$9K – 854
2020
Q1 		$9K Buy
358
+202
+129% +$6.11K ﹤0.01% 949
2019
Q4 		$5K Buy
156
+2
+1% +$66 ﹤0.01% 1104
2019
Q3 		$5K Buy
154
+2
+1% +$63 ﹤0.01% 1076
2019
Q2 		$5K Buy
152
+52
+52% +$1.7K ﹤0.01% 1060
2019
Q1 		$4K Buy
+100
New +$3.53K ﹤0.01% 998

Other funds holding IRM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealthcare Advisory Partners's IRM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Iron Mountain (IRM) stake by 12% in Q2 2026, selling an estimated $146K and leaving 8,501 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #499.

Wealthcare Advisory Partners first reported a position in IRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.48M in Q3 2024. 222 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Wealthcare Advisory Partners held 8,501 shares of Iron Mountain worth $1.07M as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,192 Iron Mountain shares in Q2 2026, an estimated $146K.
  • Iron Mountain made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #499 holding.
  • Wealthcare Advisory Partners first reported a position in Iron Mountain in Q1 2019 and has held it in 29 quarters since.
  • Wealthcare Advisory Partners's Iron Mountain position peaked at $1.48M in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.