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Valeo Financial Advisors’s iRhythm Holdings IRTC Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-1,180
Closed -$209K – 829
2025
Q4 		$209K Buy
+1,180
New +$209K ﹤0.01% 744
2020
Q3 		– Sell
-96
Closed -$11K – 1861
2020
Q2 		$11K Buy
96
+5
+5% +$551 ﹤0.01% 1251
2020
Q1 		$7K Buy
+91
New +$7.55K ﹤0.01% 1206

Other funds holding IRTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 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

Valeo Financial Advisors's IRTC Position: Q1 2026 in Review

Valeo Financial Advisors sold out of iRhythm Holdings (IRTC) in Q1 2026, closing a stake of 1,180 shares — an estimated $209K sold.

Valeo Financial Advisors first reported a position in IRTC in Q1 2020 and held it in 3 quarters. The position peaked at $209K in Q4 2025. 305 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

  • Valeo Financial Advisors reported no remaining iRhythm Holdings position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,180 iRhythm Holdings shares in Q1 2026, an estimated $209K.
  • Valeo Financial Advisors first reported a position in iRhythm Holdings in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's iRhythm Holdings position peaked at $209K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.