EWM
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Empirical Wealth Management’s ICU Medical ICUI Stock Holding History

Empirical 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
Q3 		– Sell
-7,875
Closed -$1.04M – 822
2025
Q2 		$1.04M Buy
7,875
+1,431
+22% +$194K 0.02% 309
2025
Q1 		$895K Buy
+6,444
New +$1M 0.02% 311

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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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empirical Wealth Management's ICUI Position: Q3 2025 in Review

Empirical Wealth Management sold out of ICU Medical (ICUI) in Q3 2025, closing a stake of 7,875 shares — an estimated $1.04M sold.

Empirical Wealth Management first reported a position in ICUI in Q1 2025 and held it in 2 quarters. The position peaked at $1.04M in Q2 2025. 270 funds tracked by Wall St. Rank hold ICUI as of Q3 2025.

  • Empirical Wealth Management reported no remaining ICU Medical position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 7,875 ICU Medical shares in Q3 2025, an estimated $1.04M.
  • Empirical Wealth Management first reported a position in ICU Medical in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's ICU Medical position peaked at $1.04M in Q2 2025.
  • 270 funds tracked by Wall St. Rank held ICU Medical as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.