Wealthspire Advisors (New York)’s Iron Mountain IRM Stock Holding History

Wealthspire Advisors (New York)’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	$408K	Sell	3,233 -1,051	-25%	-$129K	﹤0.01%	877
2026 Q1	$438K	Buy	+4,284	New	+$426K	﹤0.01%	613
2025 Q4	–	Sell	-824	Closed	-$84K	–	1957
2025 Q3	$84K	Buy	+824	New	+$79.4K	﹤0.01%	1060
2024 Q4	–	Sell	-1,728	Closed	-$205K	–	815
2024 Q3	$205K	Buy	+1,728	New	+$185K	﹤0.01%	705
2024 Q1	–	Sell	-4,925	Closed	-$345K	–	658
2023 Q4	$345K	Buy	4,925 +117	+2%	+$7.34K	﹤0.01%	493
2023 Q3	$286K	Buy	+4,808	New	+$294K	﹤0.01%	495
2022 Q1	–	Sell	-4,375	Closed	-$229K	–	491
2021 Q4	$229K	Buy	+4,375	New	+$207K	0.01%	492
2019 Q1	–	Sell	-62	Closed	-$2K	–	413
2018 Q4	$2K	Buy	+62	New	+$2.03K	﹤0.01%	753

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s IRM Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Iron Mountain (IRM) stake by 25% in Q2 2026, selling an estimated $129K and leaving 3,233 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Wealthspire Advisors (New York) first reported a position in IRM in Q4 2018 and has held it in 8 quarters since. The position peaked at $438K in Q1 2026. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Wealthspire Advisors (New York) held 3,233 shares of Iron Mountain worth $408K as of Q2 2026.
Wealthspire Advisors (New York) sold 1,051 Iron Mountain shares in Q2 2026, an estimated $129K.
Iron Mountain made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #877 holding.
Wealthspire Advisors (New York) first reported a position in Iron Mountain in Q4 2018 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Iron Mountain position peaked at $438K in Q1 2026.
1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.