Diversified Trust’s iRhythm Holdings IRTC Stock Holding History

Diversified Trust’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
2025 Q4	–	Sell	-4,245	Closed	-$730K	–	1070
2025 Q3	$730K	Sell	4,245 -3,250	-43%	-$517K	0.01%	499
2025 Q2	$1.15M	Sell	7,495 -1,449	-16%	-$187K	0.03%	347
2025 Q1	$936K	Buy	8,944 +668	+8%	+$70.8K	0.02%	381
2024 Q4	$746K	Buy	8,276 +1,677	+25%	+$132K	0.02%	466
2024 Q3	$490K	Buy	6,599 +40	+0.6%	+$3.19K	0.01%	588
2024 Q2	$706K	Buy	6,559 +1,625	+33%	+$166K	0.02%	442
2024 Q1	$572K	Buy	4,934 +2,950	+149%	+$332K	0.02%	475
2023 Q4	$212K	Buy	+1,984	New	+$173K	0.01%	769

Other funds holding IRTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return