Financial Perspectives’s iRhythm Holdings IRTC Stock Holding History

Financial Perspectives’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	$833	Hold	7	–	–	﹤0.01%	686
2026 Q1	$826	Hold	7	–	–	﹤0.01%	672
2025 Q4	$1.24K	Hold	7	–	–	﹤0.01%	661
2025 Q3	$1.2K	Hold	7	–	–	﹤0.01%	655
2025 Q2	$1.08K	Hold	7	–	–	﹤0.01%	657
2025 Q1	$733	Hold	7	–	–	﹤0.01%	674
2024 Q4	$631	Hold	7	–	–	﹤0.01%	674
2024 Q3	$520	Hold	7	–	–	﹤0.01%	640
2024 Q2	$753	Hold	7	–	–	﹤0.01%	624
2024 Q1	$812	Sell	7 -335	-98%	-$37.7K	﹤0.01%	615
2023 Q4	$36.7K	Hold	342	–	–	0.01%	307
2023 Q3	$32.3K	Sell	342 -1,000	-75%	-$102K	0.01%	304
2023 Q2	$140K	Hold	1,342	–	–	0.06%	154
2023 Q1	$166K	Hold	1,342	–	–	0.08%	140
2022 Q4	$126K	Hold	1,342	–	–	0.06%	153
2022 Q3	$168K	Buy	1,342 +7	+0.5%	+$1.01K	0.09%	128
2022 Q2	$144K	Hold	1,335	–	–	0.08%	139
2022 Q1	$210K	Hold	1,335	–	–	0.1%	126
2021 Q4	$157K	Hold	1,335	–	–	0.07%	138
2021 Q3	$78.2K	Buy	1,335 +1,000	+299%	+$53K	0.04%	190
2021 Q2	$22.3K	Hold	335	–	–	0.01%	366
2021 Q1	$46.6K	Buy	+335	New	+$60K	0.02%	249

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

Financial Perspectives's IRTC Position: Q2 2026 in Review

Financial Perspectives held its iRhythm Holdings (IRTC) position steady in Q2 2026 at 7 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Financial Perspectives first reported a position in IRTC in Q1 2021 and has held it in 22 quarters since. The position peaked at $210K in Q1 2022. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

Financial Perspectives held 7 shares of iRhythm Holdings worth $833 as of Q2 2026.
Financial Perspectives left its iRhythm Holdings share count unchanged in Q2 2026.
iRhythm Holdings made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #686 holding.
Financial Perspectives first reported a position in iRhythm Holdings in Q1 2021 and has held it in 22 quarters since.
Financial Perspectives's iRhythm Holdings position peaked at $210K in Q1 2022.
304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.