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Avior Wealth Management’s ICU Medical ICUI Stock Holding History

Avior Wealth Management’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-56
Closed -$8.69K – 1483
2024
Q4 		$8.69K Hold
56
– – ﹤0.01% 1671
2024
Q3 		$10.2K Hold
56
– – ﹤0.01% 1556
2024
Q2 		$6.65K Sell
56
-24
-30% -$2.52K ﹤0.01% 1640
2024
Q1 		$8.59K Buy
+80
New +$7.95K ﹤0.01% 1919
2023
Q3 		– Sell
-20
Closed -$3.56K – 1635
2023
Q2 		$3.56K Buy
+20
New +$3.67K ﹤0.01% 1266

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Avior Wealth Management's ICUI Position: Q1 2025 in Review

Avior Wealth Management sold out of ICU Medical (ICUI) in Q1 2025, closing a stake of 56 shares — an estimated $8.69K sold.

Avior Wealth Management first reported a position in ICUI in Q2 2023 and held it in 5 quarters. The position peaked at $10.2K in Q3 2024. 281 funds tracked by Wall St. Rank hold ICUI as of Q1 2025.

  • Avior Wealth Management reported no remaining ICU Medical position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 56 ICU Medical shares in Q1 2025, an estimated $8.69K.
  • Avior Wealth Management first reported a position in ICU Medical in Q2 2023 and held it in 5 quarters.
  • Avior Wealth Management's ICU Medical position peaked at $10.2K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held ICU Medical as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.