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Root Financial Partners’s iRhythm Holdings IRTC Stock Holding History

Root Financial Partners’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 		– Sell
-182
Closed -$21.5K – 1792
2026
Q1 		$21.5K Buy
182
+6
+3% +$866 ﹤0.01% 1288
2025
Q4 		$31.2K Hold
176
– – ﹤0.01% 920
2025
Q3 		$30.3K Buy
+176
New +$28K ﹤0.01% 890

Other funds holding IRTC

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
MSK
Melissa S. Kampmann $132M AUM 16.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Root Financial Partners's IRTC Position: Q2 2026 in Review

Root Financial Partners sold out of iRhythm Holdings (IRTC) in Q2 2026, closing a stake of 182 shares — an estimated $21.5K sold.

Root Financial Partners first reported a position in IRTC in Q3 2025 and held it in 3 quarters. The position peaked at $31.2K in Q4 2025. 57 funds tracked by Wall St. Rank hold IRTC as of Q2 2026.

  • Root Financial Partners reported no remaining iRhythm Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 182 iRhythm Holdings shares in Q2 2026, an estimated $21.5K.
  • Root Financial Partners first reported a position in iRhythm Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iRhythm Holdings position peaked at $31.2K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.