Meriwether Wealth & Planning’s iRhythm Holdings IRTC Stock Holding History

Meriwether Wealth & Planning’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 Q3	$62.5K	Buy	+550	New	+$65K	0.03%	235

Other funds holding IRTC

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Meriwether Wealth & Planning's IRTC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iRhythm Holdings (IRTC) in Q3 2026: 550 shares worth $62.5K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings.

11 funds tracked by Wall St. Rank hold IRTC as of Q3 2026.

Meriwether Wealth & Planning held 550 shares of iRhythm Holdings worth $62.5K as of Q3 2026.
iRhythm Holdings was a new Meriwether Wealth & Planning position in Q3 2026.
iRhythm Holdings made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #235 holding.
11 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.