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Ophir Asset Management’s iRhythm Holdings IRTC Stock Holding History

Ophir 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 		$24M Sell
201,491
-134,316
-40% -$15.6M 1.97% 26
2026
Q1 		$39.6M Buy
335,807
+208,110
+163% +$30M 4.62% 8
2025
Q4 		$22.7M Buy
127,697
+26,136
+26% +$4.63M 2.54% 22
2025
Q3 		$17.5M Sell
101,561
-100,523
-50% -$16M 2.16% 22
2025
Q2 		$28.3M Sell
202,084
-175,598
-46% -$22.7M 4.5% 8
2025
Q1 		$39.5M Sell
377,682
-49,720
-12% -$5.27M 6.91% 4
2024
Q4 		$38.5M Buy
+427,402
New +$33.6M 5.74% 3

Other funds holding IRTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
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

Ophir Asset Management's IRTC Position: Q2 2026 in Review

Ophir Asset Management reduced its iRhythm Holdings (IRTC) stake by 40% in Q2 2026, selling an estimated $15.6M and leaving 201,491 shares worth $24M. The position accounts for 1.97% of the portfolio, ranked #26.

Ophir Asset Management first reported a position in IRTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.6M in Q1 2026. 303 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • Ophir Asset Management held 201,491 shares of iRhythm Holdings worth $24M as of Q2 2026.
  • Ophir Asset Management sold 134,316 iRhythm Holdings shares in Q2 2026, an estimated $15.6M.
  • iRhythm Holdings made up 1.97% of Ophir Asset Management's portfolio in Q2 2026, its #26 holding.
  • Ophir Asset Management first reported a position in iRhythm Holdings in Q4 2024 and has held it in 7 quarters since.
  • Ophir Asset Management's iRhythm Holdings position peaked at $39.6M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Ophir Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.