Orion Portfolio Solutions’s iRhythm Holdings IRTC Stock Holding History

Orion Portfolio Solutions’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
2024 Q4	–	Sell	-9,282	Closed	-$689K	–	1872
2024 Q3	$689K	Sell	9,282 -1,300	-12%	-$104K	0.01%	1211
2024 Q2	$1.14M	Sell	10,582 -920	-8%	-$94K	0.01%	930
2024 Q1	$1.33M	Buy	11,502 +872	+8%	+$98K	0.01%	858
2023 Q4	$1.2M	Sell	10,630 -1,114	-9%	-$97.1K	0.01%	870
2023 Q3	$1.11M	Sell	11,744 -352	-3%	-$35.8K	0.01%	888
2023 Q2	$1.26M	Sell	12,096 -9,172	-43%	-$1.1M	0.01%	853
2023 Q1	$2.64M	Buy	+21,268	New	+$2.31M	0.03%	482
2020 Q1	–	Sell	-53	Closed	-$4K	–	2087
2019 Q4	$4K	Buy	+53	New	+$3.6K	﹤0.01%	1319

Other funds holding IRTC

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Orion Portfolio Solutions's IRTC Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of iRhythm Holdings (IRTC) in Q4 2024, closing a stake of 9,282 shares — an estimated $689K sold.

Orion Portfolio Solutions first reported a position in IRTC in Q4 2019 and held it in 8 quarters. The position peaked at $2.64M in Q1 2023. 227 funds tracked by Wall St. Rank hold IRTC as of Q4 2024.

Orion Portfolio Solutions reported no remaining iRhythm Holdings position as of Q4 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 9,282 iRhythm Holdings shares in Q4 2024, an estimated $689K.
Orion Portfolio Solutions first reported a position in iRhythm Holdings in Q4 2019 and held it in 8 quarters.
Orion Portfolio Solutions's iRhythm Holdings position peaked at $2.64M in Q1 2023.
227 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.