CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iRhythm Holdings IRTC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IRTC Stock Details IRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$928K Buy
7,801
+1,531
+24% +$178K ﹤0.01% 1786
2026
Q1 		$740K Buy
6,270
+467
+8% +$67.4K ﹤0.01% 1782
2025
Q4 		$1.03M Sell
5,803
-40
-0.7% -$7.09K ﹤0.01% 1490
2025
Q3 		$1M Buy
5,843
+83
+1% +$13.2K ﹤0.01% 1426
2025
Q2 		$887K Buy
5,760
+1,588
+38% +$205K ﹤0.01% 1414
2025
Q1 		$437K Buy
4,172
+284
+7% +$30.1K ﹤0.01% 1721
2024
Q4 		$351K Buy
+3,888
New +$305K ﹤0.01% 1807
2024
Q1 		– Sell
-2,331
Closed -$250K – 2401
2023
Q4 		$250K Buy
+2,331
New +$203K ﹤0.01% 2236
2022
Q3 		– Sell
-935
Closed -$101K – 3047
2022
Q2 		$101K Buy
935
+448
+92% +$59.3K ﹤0.01% 2187
2022
Q1 		$77K Buy
487
+12
+3% +$1.54K ﹤0.01% 2468
2021
Q4 		$56K Buy
475
+168
+55% +$15.4K ﹤0.01% 2579
2021
Q3 		$18K Sell
307
-169
-36% -$8.96K ﹤0.01% 3231
2021
Q2 		$32K Buy
476
+196
+70% +$15.5K ﹤0.01% 2800
2021
Q1 		$39K Sell
280
-191
-41% -$34.2K ﹤0.01% 2589
2020
Q4 		$112K Sell
471
-7
-1% -$1.59K ﹤0.01% 1447
2020
Q3 		$110K Sell
478
-180
-27% -$31.8K ﹤0.01% 1302
2020
Q2 		$75K Sell
658
-113
-15% -$12.5K ﹤0.01% 1462
2020
Q1 		$58K Buy
+771
New +$63.9K ﹤0.01% 1329
2019
Q4 		– Sell
-334
Closed -$25K – 1392
2019
Q3 		$25K Sell
334
-5
-1% -$387 ﹤0.01% 1236
2019
Q2 		$27K Sell
339
-6
-2% -$437 ﹤0.01% 1184
2019
Q1 		$26K Hold
345
– – ﹤0.01% 1087
2018
Q4 		$24K Buy
+345
New +$26.2K ﹤0.01% 967

Other funds holding IRTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

CAPTRUST Financial Advisors's IRTC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iRhythm Holdings (IRTC) stake by 24% in Q2 2026, buying an estimated $178K and bringing the position to 7,801 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

CAPTRUST Financial Advisors first reported a position in IRTC in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.03M in Q4 2025. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,801 shares of iRhythm Holdings worth $928K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,531 iRhythm Holdings shares in Q2 2026, an estimated $178K.
  • iRhythm Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1786 holding.
  • CAPTRUST Financial Advisors first reported a position in iRhythm Holdings in Q4 2018 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's iRhythm Holdings position peaked at $1.03M in Q4 2025.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.