Balance Wealth
ICUI icon

Balance Wealth’s ICU Medical ICUI Stock Holding History

Balance Wealth’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
2026
Q3 		$321 Buy
+2
New +$332 ﹤0.01% 917

Other funds holding ICUI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Balance Wealth's ICUI Position: Q3 2026 in Review

Balance Wealth opened a new position in ICU Medical (ICUI) in Q3 2026: 2 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings.

244 funds tracked by Wall St. Rank hold ICUI as of Q3 2026.

  • Balance Wealth held 2 shares of ICU Medical worth $321 as of Q3 2026.
  • ICU Medical was a new Balance Wealth position in Q3 2026.
  • ICU Medical made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #917 holding.
  • 244 funds tracked by Wall St. Rank held ICU Medical as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.