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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return