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Williamson Legacy Group’s iRhythm Holdings IRTC Stock Holding History

Williamson Legacy Group’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
-12,348
Closed -$2.19M – 96
2025
Q4 		$2.19M Buy
12,348
+4,697
+61% +$832K 1.71% 19
2025
Q3 		$1.32M Buy
+7,651
New +$1.22M 1.02% 41

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

Williamson Legacy Group's IRTC Position: Q1 2026 in Review

Williamson Legacy Group sold out of iRhythm Holdings (IRTC) in Q1 2026, closing a stake of 12,348 shares — an estimated $2.19M sold.

Williamson Legacy Group first reported a position in IRTC in Q3 2025 and held it in 2 quarters. The position peaked at $2.19M in Q4 2025. 305 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

  • Williamson Legacy Group reported no remaining iRhythm Holdings position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 12,348 iRhythm Holdings shares in Q1 2026, an estimated $2.19M.
  • Williamson Legacy Group first reported a position in iRhythm Holdings in Q3 2025 and held it in 2 quarters.
  • Williamson Legacy Group's iRhythm Holdings position peaked at $2.19M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.