Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iRhythm Holdings IRTC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$68K Sell
576
-525
-48% -$75.8K ﹤0.01% 3572
2025
Q4 		$195K Buy
1,101
+122
+12% +$21.6K ﹤0.01% 2594
2025
Q3 		$168K Buy
979
+415
+74% +$66K ﹤0.01% 2572
2025
Q2 		$87K Buy
564
+47
+9% +$6.07K ﹤0.01% 2842
2025
Q1 		$54K Buy
517
+182
+54% +$19.3K ﹤0.01% 2917
2024
Q4 		$30K Sell
335
-1,264
-79% -$99.3K ﹤0.01% 3173
2024
Q3 		$119K Sell
1,599
-208
-12% -$16.6K ﹤0.01% 2089
2024
Q2 		$195K Buy
1,807
+34
+2% +$3.47K ﹤0.01% 1597
2024
Q1 		$206K Sell
1,773
-50
-3% -$5.62K ﹤0.01% 1508
2023
Q4 		$195K Sell
1,823
-482
-21% -$42K ﹤0.01% 1436
2023
Q3 		$217K Sell
2,305
-240
-9% -$24.4K ﹤0.01% 1283
2023
Q2 		$265K Sell
2,545
-45,940
-95% -$5.52M ﹤0.01% 1158
2023
Q1 		$6.01M Buy
48,485
+10,127
+26% +$1.1M 0.04% 288
2022
Q4 		$3.59M Sell
38,358
-7,322
-16% -$797K 0.03% 357
2022
Q3 		$5.72M Sell
45,680
-2,655
-5% -$383K 0.05% 263
2022
Q2 		$5.22M Sell
48,335
-54,529
-53% -$7.22M 0.04% 286
2022
Q1 		$16.2M Sell
102,864
-14,917
-13% -$1.92M 0.11% 163
2021
Q4 		$13.9M Buy
+117,781
New +$10.8M 0.1% 183
2021
Q2 		$8.3M Hold
125,141
– – 0.07% 219
2021
Q1 		$8.3M Hold
125,141
– – 0.07% 219
2020
Q4 		$8.3M Hold
125,141
– – 0.07% 219
2020
Q3 		$8.3M Hold
125,141
– – 0.07% 219
2020
Q2 		$8.3M Hold
125,141
– – 0.07% 219
2020
Q1 		$8.3M Hold
125,141
– – 0.07% 219
2019
Q4 		$8.3M Hold
125,141
– – 0.07% 219
2019
Q3 		$8.3M Hold
125,141
– – 0.07% 219
2019
Q2 		$8.3M Hold
125,141
– – 0.07% 219
2019
Q1 		$8.3M Buy
+125,141
New +$10.7M 0.07% 219

Other funds holding IRTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 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

Carson Wealth (CWM LLC)'s IRTC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iRhythm Holdings (IRTC) stake by 48% in Q1 2026, selling an estimated $75.8K and leaving 576 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #3572.

Carson Wealth (CWM LLC) first reported a position in IRTC in Q1 2019 and has held it in 28 quarters since. The position peaked at $16.2M in Q1 2022. 305 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 576 shares of iRhythm Holdings worth $68K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 525 iRhythm Holdings shares in Q1 2026, an estimated $75.8K.
  • iRhythm Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3572 holding.
  • Carson Wealth (CWM LLC) first reported a position in iRhythm Holdings in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s iRhythm Holdings position peaked at $16.2M in Q1 2022.
  • 305 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.