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Concord Wealth Partners’s ICU Medical ICUI Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-8
Closed -$960 – 872
2025
Q3 		$960 Hold
8
– – ﹤0.01% 740
2025
Q2 		$1.06K Hold
8
– – ﹤0.01% 752
2025
Q1 		$1.11K Hold
8
– – ﹤0.01% 724
2024
Q4 		$1.24K Hold
8
– – ﹤0.01% 767
2024
Q3 		$1.46K Buy
+8
New +$1.18K ﹤0.01% 787

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Concord Wealth Partners's ICUI Position: Q4 2025 in Review

Concord Wealth Partners sold out of ICU Medical (ICUI) in Q4 2025, closing a stake of 8 shares — an estimated $960 sold.

Concord Wealth Partners first reported a position in ICUI in Q3 2024 and held it in 5 quarters. The position peaked at $1.46K in Q3 2024. 291 funds tracked by Wall St. Rank hold ICUI as of Q4 2025.

  • Concord Wealth Partners reported no remaining ICU Medical position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 8 ICU Medical shares in Q4 2025, an estimated $960.
  • Concord Wealth Partners first reported a position in ICU Medical in Q3 2024 and held it in 5 quarters.
  • Concord Wealth Partners's ICU Medical position peaked at $1.46K in Q3 2024.
  • 291 funds tracked by Wall St. Rank held ICU Medical as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.