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Clearstead Advisors’s iRhythm Holdings IRTC Stock Holding History

Clearstead 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 		$4.28K Buy
+36
New +$4.18K ﹤0.01% 2237
2026
Q1 		– Sell
-662
Closed -$117K – 2551
2025
Q4 		$117K Buy
662
+444
+204% +$78.7K ﹤0.01% 1081
2025
Q3 		$37.5K Sell
218
-187
-46% -$29.7K ﹤0.01% 1378
2025
Q2 		$62.4K Buy
405
+178
+78% +$23K ﹤0.01% 1215
2025
Q1 		$23.8K Sell
227
-468
-67% -$49.6K ﹤0.01% 1371
2024
Q4 		$62.7K Sell
695
-145
-17% -$11.4K ﹤0.01% 1114
2024
Q3 		$62.4K Sell
840
-443
-35% -$35.3K ﹤0.01% 1155
2024
Q2 		$138K Buy
1,283
+283
+28% +$28.9K ﹤0.01% 925
2024
Q1 		$98.9K Hold
1,000
– – ﹤0.01% 612
2023
Q4 		$107K Sell
1,000
-50
-5% -$4.36K 0.01% 572
2023
Q3 		$99K Hold
1,050
– – 0.01% 557
2023
Q2 		$110K Buy
+1,050
New +$126K 0.01% 554

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

Clearstead Advisors's IRTC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iRhythm Holdings (IRTC) in Q2 2026: 36 shares worth $4.28K. The stake represents ﹤0.01% of the portfolio and ranks #2237 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IRTC as recently as Q4 2025.

Clearstead Advisors first reported a position in IRTC in Q2 2023 and has held it in 12 quarters since. The position peaked at $138K in Q2 2024. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • Clearstead Advisors held 36 shares of iRhythm Holdings worth $4.28K as of Q2 2026.
  • iRhythm Holdings was a new Clearstead Advisors position in Q2 2026.
  • iRhythm Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2237 holding.
  • Clearstead Advisors first reported a position in iRhythm Holdings in Q2 2023 and has held it in 12 quarters since.
  • Clearstead Advisors's iRhythm Holdings position peaked at $138K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.