EWA
ICUI icon

EP Wealth Advisors’s ICU Medical ICUI Stock Holding History

EP Wealth 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
Q2 		– Sell
-32,524
Closed -$4.2M – 1791
2026
Q1 		$4.2M Buy
32,524
+28,078
+632% +$4.04M 0.02% 341
2025
Q4 		$634K Buy
+4,446
New +$596K ﹤0.01% 766
2025
Q2 		$504K Buy
3,812
+366
+11% +$49.6K ﹤0.01% 778
2025
Q1 		$479K Buy
+3,446
New +$535K ﹤0.01% 721
2024
Q4 		– Sell
-1,354
Closed -$247K – 1281
2024
Q3 		$247K Buy
+1,354
New +$200K ﹤0.01% 944

Other funds holding ICUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's ICUI Position: Q2 2026 in Review

EP Wealth Advisors sold out of ICU Medical (ICUI) in Q2 2026, closing a stake of 32,524 shares — an estimated $4.2M sold.

EP Wealth Advisors first reported a position in ICUI in Q3 2024 and held it in 5 quarters. The position peaked at $4.2M in Q1 2026. 289 funds tracked by Wall St. Rank hold ICUI as of Q2 2026.

  • EP Wealth Advisors reported no remaining ICU Medical position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 32,524 ICU Medical shares in Q2 2026, an estimated $4.2M.
  • EP Wealth Advisors first reported a position in ICU Medical in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's ICU Medical position peaked at $4.2M in Q1 2026.
  • 289 funds tracked by Wall St. Rank held ICU Medical as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.