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Pinnacle Wealth Planning Services’s iRhythm Holdings IRTC Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.2K Hold
86
– – ﹤0.01% 2055
2026
Q1 		$10.2K Hold
86
– – ﹤0.01% 1993
2025
Q4 		$15.3K Buy
+86
New +$15.2K ﹤0.01% 1841
2021
Q1 		– Sell
-1,146
Closed -$272K – 1135
2020
Q4 		$272K Buy
1,146
+68
+6% +$15.5K 0.07% 217
2020
Q3 		$257K Buy
+1,078
New +$191K 0.08% 193

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

Pinnacle Wealth Planning Services's IRTC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iRhythm Holdings (IRTC) position steady in Q2 2026 at 86 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Pinnacle Wealth Planning Services first reported a position in IRTC in Q3 2020 and has held it in 5 quarters since. The position peaked at $272K in Q4 2020. 304 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 86 shares of iRhythm Holdings worth $10.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iRhythm Holdings share count unchanged in Q2 2026.
  • iRhythm Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2055 holding.
  • Pinnacle Wealth Planning Services first reported a position in iRhythm Holdings in Q3 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's iRhythm Holdings position peaked at $272K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.