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Iron Mountain shares owned by Root Financial Partners

Quarter-by-quarter ownership of Iron Mountain (IRM) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Iron Mountain

Tip: Access up to 7 years of quarterly data

All positions including Iron Mountain held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iron Mountain by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $305k 2.4k 126.31
2026-03-31 $205k 2.0k 102.14
2025-12-31 $100k 1.2k 82.95
2025-09-30 $124k 1.2k 101.93

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View all positions for Root Financial Partners

Top funds holding Iron Mountain

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FMR
Morgan Stanley
Dimensional Fund Advisors
Principal Financial Group
Charles Schwab Investment Management
Sixth Street Partners Management Company
Northern Trust
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Invesco

View all funds holding Iron Mountain