Fuller & Thaler Asset Management’s iRhythm Holdings IRTC Stock Holding History

Fuller & Thaler Asset Management’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	$81.5M	Buy	685,496 +10,798	+2%	+$1.26M	0.22%	160
2026 Q1	$79.6M	Buy	674,698 +35,275	+6%	+$5.09M	0.27%	136
2025 Q4	$113M	Buy	639,423 +44,175	+7%	+$7.83M	0.38%	98
2025 Q3	$102M	Buy	595,248 +8,770	+1%	+$1.39M	0.35%	102
2025 Q2	$90.3M	Buy	586,478 +68,238	+13%	+$8.82M	0.33%	105
2025 Q1	$54.2M	Buy	+518,240	New	+$54.9M	0.21%	169

Other funds holding IRTC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Fuller & Thaler Asset Management's IRTC Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its iRhythm Holdings (IRTC) stake by 1.6% in Q2 2026, buying an estimated $1.26M and bringing the position to 685,496 shares worth $81.5M. The position accounts for 0.22% of the portfolio, ranked #160.

Fuller & Thaler Asset Management first reported a position in IRTC in Q1 2025 and has held it in 6 quarters since. The position peaked at $113M in Q4 2025. 207 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

Fuller & Thaler Asset Management held 685,496 shares of iRhythm Holdings worth $81.5M as of Q2 2026.
Fuller & Thaler Asset Management bought 10,798 iRhythm Holdings shares in Q2 2026, an estimated $1.26M.
iRhythm Holdings made up 0.22% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #160 holding.
Fuller & Thaler Asset Management first reported a position in iRhythm Holdings in Q1 2025 and has held it in 6 quarters since.
Fuller & Thaler Asset Management's iRhythm Holdings position peaked at $113M in Q4 2025.
207 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.