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Clearstead Advisors’s ICU Medical ICUI Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-8
Closed -$1.14K – 2536
2025
Q4 		$1.14K Buy
+8
New +$1.07K ﹤0.01% 2212
2021
Q4 		– Sell
-47
Closed -$11K – 1354
2021
Q3 		$11K Buy
+47
New +$9.86K ﹤0.01% 930

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's ICUI Position: Q1 2026 in Review

Clearstead Advisors sold out of ICU Medical (ICUI) in Q1 2026, closing a stake of 8 shares — an estimated $1.14K sold.

Clearstead Advisors first reported a position in ICUI in Q3 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

  • Clearstead Advisors reported no remaining ICU Medical position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 8 ICU Medical shares in Q1 2026, an estimated $1.14K.
  • Clearstead Advisors first reported a position in ICU Medical in Q3 2021 and held it in 2 quarters.
  • Clearstead Advisors's ICU Medical position peaked at $11K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.