SIM
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Sims Investment Management’s iRhythm Holdings IRTC Stock Holding History

Sims Investment 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
Q3 		– Sell
-20
Closed -$2.38K – 104
2026
Q2 		$2.38K Buy
+20
New +$2.33K ﹤0.01% 138

Other funds holding IRTC

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Sims Investment Management's IRTC Position: Q3 2026 in Review

Sims Investment Management sold out of iRhythm Holdings (IRTC) in Q3 2026, closing a stake of 20 shares — an estimated $2.38K sold.

Sims Investment Management first reported a position in IRTC in Q2 2026 and held it in 1 quarter. The position peaked at $2.38K in Q2 2026. 11 funds tracked by Wall St. Rank hold IRTC as of Q3 2026.

  • Sims Investment Management reported no remaining iRhythm Holdings position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 20 iRhythm Holdings shares in Q3 2026, an estimated $2.38K.
  • Sims Investment Management first reported a position in iRhythm Holdings in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's iRhythm Holdings position peaked at $2.38K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.