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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
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 $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

EP Wealth Advisors's ICUI Position: Q1 2026 in Review

EP Wealth Advisors increased its ICU Medical (ICUI) stake by 632% in Q1 2026, buying an estimated $4.04M and bringing the position to 32,524 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #341.

EP Wealth Advisors first reported a position in ICUI in Q3 2024 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

  • EP Wealth Advisors held 32,524 shares of ICU Medical worth $4.2M as of Q1 2026.
  • EP Wealth Advisors bought 28,078 ICU Medical shares in Q1 2026, an estimated $4.04M.
  • ICU Medical made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #341 holding.
  • EP Wealth Advisors first reported a position in ICU Medical in Q3 2024 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.