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Montag & Associates’s iRhythm Holdings IRTC Stock Holding History

Montag & Associates’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 		$836 Hold
7
– – ﹤0.01% 906
2025
Q4 		$1.26K Sell
7
-3
-30% -$532 ﹤0.01% 907
2025
Q3 		$1.64K Sell
10
-1
-9% -$159 ﹤0.01% 945
2025
Q2 		$1.71K Hold
11
– – ﹤0.01% 865
2025
Q1 		$1.16K Sell
11
-1
-8% -$106 ﹤0.01% 937
2024
Q4 		$1.13K Hold
12
– – ﹤0.01% 939
2024
Q3 		$928 Hold
12
– – ﹤0.01% 987
2024
Q2 		$1.34K Hold
12
– – ﹤0.01% 903
2024
Q1 		$1.45K Buy
+12
New +$1.35K ﹤0.01% 890

Other funds holding IRTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
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
VCM
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
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

Montag & Associates's IRTC Position: Q1 2026 in Review

Montag & Associates held its iRhythm Holdings (IRTC) position steady in Q1 2026 at 7 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Montag & Associates first reported a position in IRTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.71K in Q2 2025. 304 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

  • Montag & Associates held 7 shares of iRhythm Holdings worth $836 as of Q1 2026.
  • Montag & Associates left its iRhythm Holdings share count unchanged in Q1 2026.
  • iRhythm Holdings made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #906 holding.
  • Montag & Associates first reported a position in iRhythm Holdings in Q1 2024 and has held it in 9 quarters since.
  • Montag & Associates's iRhythm Holdings position peaked at $1.71K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.