LPL Financial

LPL Financial’s iRhythm Holdings IRTC Stock Holding History

LPL Financial’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	$435K	Buy	3,685 +410	+13%	+$59.2K	﹤0.01%	4894
2025 Q4	$581K	Buy	3,275 +253	+8%	+$44.8K	﹤0.01%	4585
2025 Q3	$520K	Sell	3,022 -1,440	-32%	-$229K	﹤0.01%	4587
2025 Q2	$687K	Buy	4,462 +1,915	+75%	+$247K	﹤0.01%	4097
2025 Q1	$267K	Sell	2,547 -144	-5%	-$15.3K	﹤0.01%	4661
2024 Q4	$243K	Buy	+2,691	New	+$211K	﹤0.01%	4689
2024 Q3	–	Sell	-2,078	Closed	-$224K	–	5237
2024 Q2	$224K	Sell	2,078 -198	-9%	-$20.2K	﹤0.01%	4484
2024 Q1	$264K	Sell	2,276 -60	-3%	-$6.75K	﹤0.01%	4304
2023 Q4	$250K	Buy	+2,336	New	+$204K	﹤0.01%	4229
2022 Q2	–	Sell	-2,022	Closed	-$318K	–	4483
2022 Q1	$318K	Sell	2,022 -1,612	-44%	-$207K	﹤0.01%	3533
2021 Q4	$428K	Sell	3,634 -514	-12%	-$47.2K	﹤0.01%	3412
2021 Q3	$243K	Buy	+4,148	New	+$220K	﹤0.01%	3811
2021 Q1	–	Sell	-2,112	Closed	-$501K	–	4122
2020 Q4	$501K	Buy	2,112 +99	+5%	+$22.6K	﹤0.01%	2759
2020 Q3	$479K	Buy	+2,013	New	+$356K	﹤0.01%	2505

Other funds holding IRTC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Millennium Management

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

Artisan Partners

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

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 $41.5B AUM 42.97% 1-Year Est. Return

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