Concord Wealth Partners’s iRhythm Holdings IRTC Stock Holding History

Concord Wealth Partners’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	$119	Buy	+1	New	+$116	﹤0.01%	859
2026 Q1	–	Sell	-1	Closed	-$177	–	490
2025 Q4	$177	Hold	1	–	–	﹤0.01%	806
2025 Q3	$172	Hold	1	–	–	﹤0.01%	794
2025 Q2	$154	Buy	+1	New	+$129	﹤0.01%	818
2022 Q2	–	Sell	-20	Closed	-$3K	–	1302
2022 Q1	$3K	Sell	20 -16	-44%	-$2.06K	﹤0.01%	1022
2021 Q4	$4K	Buy	36 +26	+260%	+$2.38K	﹤0.01%	991
2021 Q3	$1K	Sell	10 -31	-76%	-$1.64K	﹤0.01%	843
2021 Q2	$3K	Sell	41 -68	-62%	-$5.39K	﹤0.01%	822
2021 Q1	$15K	Buy	109 +101	+1,263%	+$18.1K	0.01%	522
2020 Q4	$2K	Buy	+8	New	+$1.82K	﹤0.01%	537

Other funds holding IRTC

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Concord Wealth Partners's IRTC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iRhythm Holdings (IRTC) in Q2 2026: 1 share worth $119. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IRTC as recently as Q4 2025.

Concord Wealth Partners first reported a position in IRTC in Q4 2020 and has held it in 10 quarters since. The position peaked at $15K in Q1 2021. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

Concord Wealth Partners held 1 share of iRhythm Holdings worth $119 as of Q2 2026.
iRhythm Holdings was a new Concord Wealth Partners position in Q2 2026.
iRhythm Holdings made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #859 holding.
Concord Wealth Partners first reported a position in iRhythm Holdings in Q4 2020 and has held it in 10 quarters since.
Concord Wealth Partners's iRhythm Holdings position peaked at $15K in Q1 2021.
304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.